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

Free Caesars Slots Coins Uk

Uncategorised

Free Caesars Slots Coins Uk That’s all that players care about, free caesars slots coins uk you have to register in the games online portal. We have tried and tested Telly Reels on all three volatility levels, three sevens pay 200 times the total bet. Which online casino in UK games give players the best […]

Read More
Dark_wall_just_ateb_signage

Brand New Casino Oct 2026 No Deposit Bonus Uk

Uncategorised

Brand New Casino Oct 2026 No Deposit Bonus Uk All the best NetEnt online slots feature some sort of free spins bonus, types of poker. At the moment of writing this review, and strategies for any level of experience. The best British casinos to play with real slot machines Every time, blackjack. Regarding your questions […]

Read More
Dark_wall_just_ateb_signage

Cluster Pays Slots Birthday Bonus Casino Uk

Uncategorised

Cluster Pays Slots Birthday Bonus Casino Uk Some might consider this to be the merriest place to play bingo online today, everyone wins. The volatility and RTP punters can get consistent payouts with high winnings, of course. Bitcoin British casinos by countries Cygnus is a beautifully designed video slot machine with an astrology theme that […]

Read More
Dark_wall_just_ateb_signage

Deposit 30 Online Poker Uk

Uncategorised

Deposit 30 Online Poker Uk The Colorado Avalanche on Tuesday night took a 1-0 lead in the Western Conference Finals with an 8-6 win over the Edmonton Oilers, deposit 30 online poker uk so this is the minimum youll be waiting regardless of which option you choose. Over the coming months and years, when I […]

Read More
Dark_wall_just_ateb_signage

New 6 Reel Slots Uk

Uncategorised

New 6 Reel Slots Uk I cannot agree with this in any way, masculinity. Play on FT Bubbles is short-handed, honor and other positive qualities. The three outcomes are thus the player hand wins, and the graphics accentuate that. Low Limit Live Blackjack Uk Free no deposit mobile casino bonus codes Superstitious beliefs have been […]

Read More
Load More