Updating suitability templates for 2026/27
I know this was done a couple of years ago and may be of help to others, but for those who still run their own templates, I thought it would be useful for a run down of the areas that may need looking at. These are the ones that spring to mind, but feel free to comment with others.
- Dividend Tax rate increase for basic & higher + 2%
- VCT tax relief reduced to 20%
- £2.5m cap on 100% BR - reduced to 50% relief above