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.
AR survey
Michael Senior Compliance 2021, complaints, Conduct, email, EU, FCA, scam, Xplan
The FCA is requesting completion of a survey from firms with Appointed Representatives (ARs). Where applicable, firms may already have received this. Given the risk of scams, the FCA now takes care to pre-warn firms that a communication is genuine. We have had confirmation that the following survey and email addresses used are legitimate. […]