Protection Guru (.co.uk) has collated useful information from, and links to, a variety of providers about how COVID-19 interacts with cover under their protection policies. That information can be accessed here.
Please note that the link takes you to a third party website, external to ATEB.
ATEB cannot accept responsibility for the accuracy of the content of the site.
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]