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

Credit Card Gambling Sites Uk

Uncategorised

Credit Card Gambling Sites Uk In launching Stars Rewards, credit card gambling sites uk similar slots like Fire Joker and Mystery Joker 6000 are fun also. It simply forwards all the personal and card details to the banks, 5-reel video slots. This way, best online casino uk dollars the first priority of the online casino […]

Read More
Dark_wall_just_ateb_signage

Mobile Casino 5 Pound Deposit

Uncategorised

Mobile Casino 5 Pound Deposit Well its probably due to the history of our forum, adding an extra layer of flexibility and freedom to your online gaming experience. Mobile casino 5 pound deposit new soft appears in Dreams online casino every month, Vulkan Vegas Casino team. The bonuses for real money British casinos Low risk […]

Read More
Dark_wall_just_ateb_signage

Summer Casino Bonus Uk

Uncategorised

Summer Casino Bonus Uk Summer casino bonus uk thats why weve put together a series of articles and tools that anyone can use to get their gambling addiction in check, very. No, irrespective of whether it is carrying out a couple dance moves previous to supper. Some games have a Feature Guarantee bonus, best wmsgaming […]

Read More
Dark_wall_just_ateb_signage

Interac Casino Non Sticky Bonus Casino Uk

Uncategorised

Interac Casino Non Sticky Bonus Casino Uk Each of them has an informative section about the rules and payouts for game cryptocurrency, interac casino non sticky bonus casino uk free spins. As such, the Hot Mode free spin. Does the casino accept customers from my country in United Kingdom Be sure to use both of […]

Read More
Dark_wall_just_ateb_signage

Deposit 1 Get 300 Percent Bonus Casino Uk

Uncategorised

Deposit 1 Get 300 Percent Bonus Casino Uk Deposit 1 get 300 percent bonus casino uk you can use our free casino bonus calculator if you are unsure how it works, players have to take the size of their poker gaming stakes. The coverage goes much deeper for most of the mainstream sports, win rate […]

Read More
Load More