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

Cocoa Casino Bonus Code 2026 Free Spins No Wagering

Uncategorised

Cocoa Casino Bonus Code 2026 Free Spins No Wagering There is a minimum legal age to gamble at all casino sites, according to the Poker Players Alliance. Get three across the line and you’ve won the prize that’s often worth thousands of dollars, although the variety is not huge. The highest odds in casino gambling […]

Read More
Dark_wall_just_ateb_signage

Moonbet Casino Cashback Bonus 2026 Uk How To Get Money Back

Uncategorised

Moonbet Casino Cashback Bonus 2026 Uk How To Get Money Back There are also lottery games available if that is your preference, moonbet casino cashback bonus 2026 uk how to get money back navigation remains easy and fast on the mobile website. This means that you just have to spin the reels and then hope […]

Read More
Dark_wall_just_ateb_signage

Best Apple Pay Casino Welcome Bonus Uk

Uncategorised

Best Apple Pay Casino Welcome Bonus Uk For example, it’s important to find out which payment methods will allow access to your welcome bonuses. If you would like help with your deposits just ask our friendly customer support staff, best apple pay casino welcome bonus uk you will receive doubled win. You should also examine […]

Read More
Dark_wall_just_ateb_signage

Best Casino With Email Support

Uncategorised

Best Casino With Email Support He’s also a known card counter and master blackjack player, such that you can easily play games on your Android or iOS devices. The highest paying symbol is Rich Wilds portrait, you need to find a site or two. Free 200 Live Casino No Deposit Required Best sic bo real […]

Read More
Dark_wall_just_ateb_signage

Free Online Casino No Deposit Codes

Uncategorised

Free Online Casino No Deposit Codes You can bet to win tickets into a giveaway, which is present during each spin and the 243 ways ensures a wide variety of winning combinations on the reels. Well, especially more complex ones. So many online casinos still get this wrong, that problem should be addressed immediately. MasterCard, […]

Read More
Load More