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.



Mortgage advice and selling standards (Policy Statement 20/1)
Alistair MacDougall Compliance 2020, FCA, Mortgage, PI, Update
New rules around mortgage advice apply from 31 January 2020.