Our report writing software has been fully updated to accommodate changes to allowances, rates and reliefs in advance of the 2023/24 tax year.
Full details can be found below:
Pensions
- ‘Annual Allowance’ amount updated to £60,000.00.
- Adjusted income threshold amount for the ‘Tapered Annual Allowance’ updated to £260,000.00.
- ‘Money Purchase Annual Allowance’ amount updated to £10,000.00.
- All ‘Lifetime Allowance’ content has been updated or removed from the application to accommodate removal of the lifetime allowance tax charge.
Investments
- ‘Dividend Allowance’ amount updated to £1,000.00.
- ‘Annual Exempt Amount’ updated to £6,000.00.
- Maximum investment amount for ‘Seed Enterprise Investment Schemes (SEIS)’ updated to £200,000.00.
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
New Content Integration with Binary Capital
Doug McFarlane Suitability 2018, 2025, Binary Capital, Content Integration, content management, EU, FCA, Integration, Investment, ML, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Binary Capital to provide our customer firms with access to the following: A description of their service […]