Template Enhancements: Inheritance Tax (IHT) & Pensions 9 December 2024 Doug McFarlaneSuitability To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following […] Read More
Budget Announcement: Future Tax Year Changes 6 November 2024 Doug McFarlaneSuitability In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as […] Read More
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes 31 October 2024 Doug McFarlaneSuitability Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp […] Read More
FCA Consultation Paper 23/3: Financial Services Compensation Scheme – Management Expenses Levy Limit (Issued January 2023) 25 January 2023 Lisa CrossCompliance This Consultation Paper is relevant to all FCA and PRA authorised firms and sets out the FCA and PRA proposals […] Read More
Fiscal Statement: Stamp Duty & Land Tax Changes 26 September 2022 David AndersonSuitability Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to […] Read More
Template Enhancements including New Buy to Let Mortgage Options 13 March 2022 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost […] Read More
Stamp Duty Holiday Changes 8 July 2020 David AndersonSuitability In response to the chancellor’s announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect […] Read More
Launching 3 new Content Management Features (Providers, Investments & Custom Appendices) 6 April 2020 David AndersonSuitability The one with Providers, Investments & Custom Appendices Read More
COVID-19 update 25 March 2020 Alistair MacDougallCompliance A summary of help for businesses announced to date. Read More
November 2018 Update 5 November 2018 David AndersonSuitability Budget 2018 / Extended Intelligent Office Integration Read More