replication march25
7 April 2025

Tax Year End Update – New Business Asset Disposal Relief (Badr) Rate & Other Template Enhancements

Doug McFarlane Suitability 2025, Badr, Business Asset Disposal Relief, Funds, Integrations, Platforms, Portfolios, Providers, Template Enhancement, Update

We have completed the latest upgrade to ATEB Suitability on 7th April 2025. This update includes the new Business Asset Disposal Relief (BADR) rate in preparation for the 2025/26 tax year and a template enhancement to our ‘Investment Strategy Recommendation’ tables. Full details can be found below: Business Asset Disposal Relief (BADR) To address the […]

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new new
18 March 2025

Content Management Update: Providers, Platforms & Investments

Doug McFarlane Suitability 2025, aberdeen, abrdn, Close Brothers, content management, Funds, Integrations, Investment, platform, Platforms, Portfolios, Providers, Trinity Bridge, Update

We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025. Full details below: Rebrands In response to recent industry rebrands, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries: ‘Providers/Platforms’ ‘Abrdn’ has been renamed to ‘Aberdeen’. ‘Close Bros Asset Management’ has been renamed […]

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iStock-1346119741
14 February 2025

New Content Integration with Binary Capital

Doug McFarlane Suitability 2018, 2025, Binary Capital, Content Integration, content management, EU, FCA, Integration, Investment, ML, PI, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Binary Capital to provide our customer firms with access to the following: A description of their service […]

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News bkg
5 February 2025

Content Management Update – Royal London Portfolios

Doug McFarlane Suitability 2025, content management, Investment, platform, Royal London Portfolios, Update

We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost and provides an update to our ‘Content Management’ library. Within the ‘Investments’ feature of ‘Content Management’, we have made the following changes to our Royal London portfolios: Royal London’s Governed Portfolios 1-9 have been replaced […]

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Template Enhancements - blog Hero
9 December 2024

Template Enhancements: Inheritance Tax (IHT) & Pensions

Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update

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 […]

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epic2
4 December 2024

New Content Integration with EPIC Investment Partners

Doug McFarlane Suitability 2024, Content Integration, content management, EPIC, EPIC Investment Partners, EU, FCA, Integration, Investment, ML, PI, Update

We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with EPIC Investment Partners to provide our customer firms with access to the following: A description […]

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iStock-2156168033 [Converted]
20 November 2024

New Content Integration with Parmenion

Doug McFarlane Suitability 2024, Content Integration, content management, Integration, Investment, ML, Parmenion, PI, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Parmenion to provide our customer firms with access to the following: A description of their service A […]

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budget24
6 November 2024

Budget Announcement: Future Tax Year Changes

Doug McFarlane Suitability 2024, Budget, content management, Mortgage, Pension, PI, Suitability Review, Template Enhancement, Update

In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as well as the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template updates: A new note has been added to the ‘Current IHT Position’ calculation table, informing […]

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budget24
31 October 2024

Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes

Doug McFarlane Suitability 2024, Budget, content management, Mortgage, PI, Suitability Review, Template Enhancement, Update

Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in […]

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orbis bg
30 October 2024

New Content Integration with Orbis Investments

Doug McFarlane Suitability 2016, 2024, Content Integration, content management, Integration, Orbis, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Orbis Investments to provide our customer firms with access to the following: A description of their service A […]

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