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Autumn Statement
Suitability

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.

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Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

About the Author

David Anderson

David Anderson

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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