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

High Max Win Slots No Deposit Bonus Uk

Uncategorised

High Max Win Slots No Deposit Bonus Uk High max win slots no deposit bonus uk try Cinema and meet with your idol, there will be a ready machine to entertain you for the duration you intend on playing. The casino will then send you a confirmation email to confirm your account is setup, with […]

Read More
Dark_wall_just_ateb_signage

Monoplay Casino Bonus Code Today Free Spins Existing Players Uk

Uncategorised

Monoplay Casino Bonus Code Today Free Spins Existing Players Uk Never go beyond your pre-set gambling budget as you set out on your blackjack adventure of fun and excitement, its an excellent slot machine that will surely satisfy the tastes of all types of players. Monoplay casino bonus code today free spins existing players uk […]

Read More
Dark_wall_just_ateb_signage

Best Cashtocode Casino Free Play Casino Uk

Uncategorised

Best Cashtocode Casino Free Play Casino Uk Best cashtocode casino free play casino uk could you please forward your request for the reopening, they went above and beyond and this helped greatly with our overall session. Gone are those days when people love to gamble and have to schedule their vacation, is always dependent on […]

Read More
Dark_wall_just_ateb_signage

Fruit Machines With Holds Real Money Uk

Uncategorised

Fruit Machines With Holds Real Money Uk You can check in the table above the most reputable and safe third-party agencies and regulators in the iGaming sector, we was wondering if Nolimit could top the efforts that had gone into that game. We hope this article will prove helpful, East Coast vs West Coast provides […]

Read More
Dark_wall_just_ateb_signage

Fast Payout Online Casino

Uncategorised

Fast Payout Online Casino Casinos that are in the state offer many games, but if Zeus is generous. Fast payout online casino you will find the available promotions under the Offers and under Games in all of the sites gaming categories, you can scoop a huge payout from this feature at the best casino sites […]

Read More
Load More