Updating suitability templates for 2024/25
Gustavo_Fring
Member
in General
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
Comments
Dividend Allowance reduced to £500
Change to Higher Rate CGT on property from 28% to 24%
I can't wait to be able to include the glorious British ISA in my ISA Appendix....
Sorry, being serious, this is a great idea, thanks @Gustavo_Fring . I will try hard to come up with something more constructive
Haha, it will be interesting to hear the devil in the detail!
Thanks both.