COVID-19
We are writing to update you on our preparations regarding the COVID-19 coronavirus which the World Health Organisation declared a pandemic. Our hearts and thoughts go out to the people who have been affected by this unprecedented event and we appreciate the healthcare workers, local communities, and governments around the world who are on the front line working to contain this coronavirus.
We understand this is a potentially frightening time for many, and the situation is unprecedented and uncertain. We want to reassure you that we are prepared and have taken steps to ensure it remains business as usual at ATEB Suitability. We are following the government’s guidelines around health and hygiene and ensuring our workplace is kept as clean as possible.
If necessary, all our team can work remotely from home as per our Business Continuity plan with no interruption to our day-to-day activities; or our ability to provide the ATEB Suitability software service to you.
Major Release Update
The next major update to the ATEB Suitability system release will now take place very early into the new Tax Year (to prevent any potential disruption during the period leading up to the Tax Year end).
This is a significant update for the software and incorporates fantastic new features as well as over 30 client suggested changes. We appreciate your patience and understanding.
Please do not hesitate to get in touch if you have any questions or queries and we will be in touch again soon once we have any more news.
The ATEB Team
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
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 […]