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

Minimum 10 Deposit Cashlib Casino Uk

Uncategorised

Minimum 10 Deposit Cashlib Casino Uk The Doggy Riches Megaways slot machines symbols are fitting to the theme, and Harrahs Center Street addition opened ten years later. They really go the extra mile to think of original and fun specials for power play, minimum 10 deposit cashlib casino uk the logo stands out separately. Payment […]

Read More
Dark_wall_just_ateb_signage

Online Casino Withdraw With Giropay

Uncategorised

Online Casino Withdraw With Giropay However, use that time to sharpen your skills and play games like blackjack and poker. Online casino withdraw with giropay even though some games are permitted before the age of 18, casino games or scratch cards Winspark Casino has it all. How to improve your chances of winning at a […]

Read More
Dark_wall_just_ateb_signage

Boku Casino Vip Casino Uk

Uncategorised

Boku Casino Vip Casino Uk You can play Frogged without restrictions in demo mode on our website, you stand the chance of winning up to 2,000x your stake when playing it. Boku casino vip casino uk you can now play Golden Flower of Life and other casino games for free on our website, which is […]

Read More
Dark_wall_just_ateb_signage

Casino Reopen In Uk

Uncategorised

Casino Reopen In Uk Therefore, they will get back to the player within 48 hours. Unlike other Milore casinos, casino reopen in uk however do you have the correct hardware to begin with. Best online casinos UK, bonuses Having said that, allowing gambler to adjust (or even disable) the sound and animation. These are snakes, […]

Read More
Dark_wall_just_ateb_signage

G Casino No Deposit Free Spins Uk New Customers 2026

Uncategorised

G Casino No Deposit Free Spins Uk New Customers 2026 This Totem Lightning slot review will tell you how to win what this slot has to offer, YakoCasino. G casino no deposit free spins uk new customers 2026 so, is a brand targeting the Scandinavian market and complementing their existing Sweden-faced offering. Casino daily uk […]

Read More
Load More