In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as well as the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template updates: A new note has been added to the ‘Current IHT Position’ calculation table, informing […]
Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in […]
We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Orbis Investments to provide our customer firms with access to the following: A description of their service A […]
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Executive Income Protection’ and ‘Business Loan Protection’ product types ‘Executive Income Protection’ and ‘Business Loan Protection’ […]
We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners. Presenting a seamless integration between Scottish Widows Platform and ATEB Suitability. Improved efficiency in creating suitability reports! Within Scottish Widows Platform, you can access ATEB Suitability directly and pre-populate your client data within our […]
We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Capital Redemption Bond’ product type ‘Capital Redemption Bond’ has been added as a new product type […]
ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]
We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with IBOSS to provide our customer firms with access to the following: A description of their service A […]
We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report […]
Our new website is www.thistleinitiatives.co.uk. There will be no further posts here from ATEB Compliance. You can keep up to date with all of our usual regulatory and company updates here going forward.
New Content Integration with Parmenion
Doug McFarlane Suitability 2024, Content Integration, content management, Integration, Investment, ML, Parmenion, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Parmenion to provide our customer firms with access to the following: A description of their service A […]