Updating suitability templates for 2024/25

Hi, for those of us who 'own' our firm's suitability templates, they will require updating shortly. As there will be more to update compared to previous years, I thought it would be useful to have something here to refer to. These are the obvious points that spring to mind. Is there anything obvious I have missed?

  • Remove reference to LTA, including age 75 test
  • Add reference to LSA and LSDBA
  • New CGT exemption (reduced)
  • Changes to pension death benefits


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