Template Enhancements: Inheritance Tax (IHT) & Pensions
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following […]
Suitability Review
Budget Announcement: Future Tax Year Changes
In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as […]
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes
Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp […]
Template Enhancements: New ‘Business Protection’ Products
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost […]
Template Enhancement: New ‘Capital Redemption Bond’ Product
We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost […]
Template Enhancements + New Content Management Updates
We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost […]
Template Enhancements + New Morningstar & Transact-BlackRock Content Integrations
We have completed the latest upgrade to ATEB Suitability on 26th October 2023. This update comes at no additional cost […]
ATEB Suitability Upgrade – Tax Year End Changes
Our report writing software has been fully updated to accommodate changes to allowances, rates and reliefs in advance of the […]
Thematic review of retirement income advice
The FCA has announced that it will shortly be undertaking a thematic review to assess the advice consumers are receiving […]
New Ad-hoc Suitability Review Template
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost […]