Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in the Potential Disadvantages tab when making Investment Recommendations.
Please note – following the budget announcement further changes will be made to the content of our report writing application in readiness for the 2025/26 tax year.
As always, our friendly support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.
New Content Integration with EPIC Investment Partners
Doug McFarlane Suitability 2024, Content Integration, content management, EPIC, EPIC Investment Partners, EU, FCA, Integration, Investment, ML, PI, Update
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 […]