Further to the chancellor’s Autumn Statement yesterday we are pleased to inform you the ATEB suitability system has been updated overnight:
– Updated ‘Glossary of Terms’ to reflect the new approach to Stamp Duty Land Tax and the revised rates/bands
– Updated ‘Glossary of Terms’ to include the changes to NISA legislation. More specifically; if an ISA saver in a marriage or civil partnership dies, their spouse or civil partner will inherit their ISA tax advantages.
We look forward to providing more information on further changes coming to the software soon.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of 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 writing […]