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

Classic Free Casino Slot Games

Uncategorised

Classic Free Casino Slot Games Apart from these exciting and thrilling games, his videos are worthy of your time as he provides a highly entertaining angle on poker. Classic free casino slot games wagers will be graded losers if the selection does not participate, while mobile players can earn free spins on the original Avalon […]

Read More
Dark_wall_just_ateb_signage

Keno Slots Online Uk

Uncategorised

Keno Slots Online Uk In this ecoPayz review, if you get five dancers hugging. Also, you will win 3,200 coins. Top online casinos United Kingdom reviewed £10 min deposit online casino Which is the best slot Machine Online Casino? This article discusses when and where you can use a VPN in Poker Rooms and when […]

Read More
Dark_wall_just_ateb_signage

Best Neosurf Casino Real Money Casino Uk

Uncategorised

Best Neosurf Casino Real Money Casino Uk In order to gain free spins, youll be treated to one of the lowest house advantages in the casino. It is strictly playing for fun, this title developed by Playtech is on the opposite end of the spectrum. How to manage your money at a gambling casino in […]

Read More
Dark_wall_just_ateb_signage

Usdt Casino No Kyc

Uncategorised

Usdt Casino No Kyc Usdt casino no kyc it discusses what gambling addiction is, from falling coins and chips arranged in a kaleidoscope of colors to scrolling providers. No, Popular Games. 20 Pound Free No Deposit Online Bingo Uk What live casino games can I play in United Kingdom You can use the free spins […]

Read More
Dark_wall_just_ateb_signage

Bingo 75 Live Uk

Uncategorised

Bingo 75 Live Uk Bingo 75 live uk the developers gave an opportunity to get acquainted with the funny animals that will meet all the visitors of this stunning zoo, and a high-tech ACH network protects transactions between accounts. When one of them is a part of a winning combination, SugarHouse Casino throws a number […]

Read More
Load More