With full credit to Gavin Lumsden of New Model Adviser in this instance, for those of you struggling, as is generally the case, to find some objectivity amongst the ‘In or Out’ debate, we found this article to be informative.
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To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]
We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with EPIC Investment Partners to provide our customer firms with access to the following: A description […]
![iStock-2156168033 [Converted]](https://news.ateb-group.co.uk/wp-content/uploads/2024/11/iStock-2156168033-Converted-1920x960-250x230.jpg "iStock-2156168033 [Converted]")
We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Parmenion to provide our customer firms with access to the following: A description of their service A […]
In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as well as the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template updates: A new note has been added to the ‘Current IHT Position’ calculation table, informing […]
Content Management Update – Royal London Portfolios
Doug McFarlane Suitability 2025, content management, Investment, platform, Royal London Portfolios, Update
We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost and provides an update to our ‘Content Management’ library. Within the ‘Investments’ feature of ‘Content Management’, we have made the following changes to our Royal London portfolios: Royal London’s Governed Portfolios 1-9 have been replaced […]