New Content Integration with Pacific Asset Management 9 April 2025 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at […] Read More
Tax Year End Update – New Business Asset Disposal Relief (Badr) Rate & Other Template Enhancements 7 April 2025 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 7th April 2025. This update includes the new Business Asset […] Read More
Content Management Update: Providers, Platforms & Investments 18 March 2025 Doug McFarlaneSuitability We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025. Full […] Read More
New Content Integration with Binary Capital 14 February 2025 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at […] Read More
Content Management Update – Royal London Portfolios 5 February 2025 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost […] Read More
Template Enhancements: Inheritance Tax (IHT) & Pensions 9 December 2024 Doug McFarlaneSuitability To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following […] Read More
New Content Integration with EPIC Investment Partners 4 December 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update […] Read More
New Content Integration with Parmenion 20 November 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at […] Read More
Budget Announcement: Future Tax Year Changes 6 November 2024 Doug McFarlaneSuitability In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as […] Read More
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes 31 October 2024 Doug McFarlaneSuitability Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp […] Read More