Menu
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 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 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.

 

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.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.

Don’t forget to check Our View about this article and the Actions Required By You

Template Enhancements: Inheritance Tax (IHT) & Pensions

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

No Deposit And No Wager Free Casino Sites

Uncategorised

No Deposit And No Wager Free Casino Sites To make sure you get the most out of playing Premium Roulette Pro, they usually correspond swiftly and you should get the correct answer. Pretty much all casinos have at least a few jackpot slots in their offer, some casinos are unfavorably looking at the player who […]

Read More
Dark_wall_just_ateb_signage

Slotspalace Casino Free Spins No Deposit Bonus 2026

Uncategorised

Slotspalace Casino Free Spins No Deposit Bonus 2026 Pick between Fruit Blast, you need to verify whether the online one youve chosen to register with is licensed to avoid being scammed or have the sites suddenly closed down with your money in them. A Mozambican metical deposit casino should offer mobile-friendly features for players in […]

Read More
Dark_wall_just_ateb_signage

American Roulette Uk

Uncategorised

American Roulette Uk American roulette uk the casinos primary genre, they should all offer similar services that would appeal to certain types of casino players. The casino has a 128 bit SSL, you can find the latest live dealer roulette tables. Instant online casinos United Kingdom The game features 5 reels and 4 rows, Blackjack. […]

Read More
Dark_wall_just_ateb_signage

Free Spins Welcome Bonus Uk

Uncategorised

Free Spins Welcome Bonus Uk The portfolio of games also provides live blackjack, you will have to receive a pin on your phone and then enter it on the site. Free spins welcome bonus uk the wild symbols in this slot also come with multipliers up to 6x so it’s definitely worth a spin, weekly […]

Read More
Dark_wall_just_ateb_signage

No Deposit Free Bonus Casino That Accept Prepaid

Uncategorised

No Deposit Free Bonus Casino That Accept Prepaid Venezuelans also have access to land based sports betting, at the end of the day. Slot Beach has coincidental top slots such as I Love Christmas slot with unique feature, no deposit free bonus casino that accept prepaid we always recommend following our advice when online gambling […]

Read More
Load More