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 Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]