April 2023 Upgrade

Budget Changes

Changes in line with the new 2023/24 fiscal year have been implemented including:

• Standard Personal Allowance remains at £12,570
• Basic, Higher & Additional rates remain at 20%, 40% & 45%
• Basic Rate Tax Band remains at £37,700
• Additional Rate starts at £125,140 (was £150,000)
• NI Employee's Basic Rate remains at 12% & Higher Rate 2%
• NI Employer's Rate remains at 13.8%
• NI Primary Threshold now remains at £12,570
• Dividend Allowance now £1,000 (was £2,000)
• Dividend Basic, Higher & Additional rates remain at 8.75%, 33.75% & 39.35%
• Capital Gains Tax Allowance now £6,000 (was £12,300)
• Junior ISA Maximum remains at £9,000
• Lifetime Allowance changes (and will be abolished 6/4/2024)
• Residence Nil Rate Band remains at £175,000

Cashflow Modelling

Cashflow Modelling plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo.

Iress XPlan and Intelliflo Office Integrations

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection and get latest valuations.

Base Investment & Pension Recommendations & Reviews on existing plans.

Let us know if you wish to use either integration - they're free of any charges.

Coming Soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here