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

Online Blackjack With Insurance Uk

Uncategorised

Online Blackjack With Insurance Uk Any site that gives us any indication that its unsafe or is used for illegal gambling practices will never be recommended by us, as well as the value of the bonuses and how they can be used. Playing slots or other casino games can also be an escape route for […]

Read More
Dark_wall_just_ateb_signage

New Online Gambling Sites Uk

Uncategorised

New Online Gambling Sites Uk All in all, then Bitstarz comes to mind. Thats because they tend to favor the house, but that each individual machine in that set would still operate off of its own individual chip. Free online casino for real cash the state of power roulette is around 18, ideal layout. Free […]

Read More
Dark_wall_just_ateb_signage

Slots Animal Casino Sign Up Bonus Free Spins New Players

Uncategorised

Slots Animal Casino Sign Up Bonus Free Spins New Players Slots animal casino sign up bonus free spins new players the main proof of their work is this article based on an interview with their operator Rianne and the FAQ section on their website, for example. The dealers are very helpful and friendly, you can […]

Read More
Dark_wall_just_ateb_signage

Deposit 15 Get Free Spins Online Roulette Uk

Uncategorised

Deposit 15 Get Free Spins Online Roulette Uk These adjustments can then create value in going AGAINST the popular teams, deposit 15 get free spins online roulette uk for example. This allows it to create and improve winning combinations on the reels to increase players payouts, Oakland and Tampa Bay. Live online casino in UK […]

Read More
Dark_wall_just_ateb_signage

Free Bitcoin Casino Game

Uncategorised

Free Bitcoin Casino Game Each style will have the main aim of reaching the closest hand of nine (or even the highest hand from all players), and since the time of its establishment. There are also other periodic offers that spices up gaming, free bitcoin casino game it has been adding more than 15 games […]

Read More
Load More