April 2021 Upgrade

Budget Changes

Changes in line with the new 2021/22 fiscal year have been implemented including:

• Personal Allowance £12,570 (was £12,500)
• Basic Rate Tax Band £37,700 (was £37,500)
• Dividend Allowance remains at £2,000
• Capital Gains Tax Allowance remains at £12,300
• Junior ISA Maximum remains at £9,000
• Lifetime Allowance remains at £1,073,100
• Residence Nil Rate Band remains at £175,000

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) 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

Intelliflo Integration

The integration with iO - the back office system from Intelliflo - was extended to Investment & Pension Review & Recommendation sections earlier this year.

Let us know if you wish to use the integration - it's free of any charges.

Transact Integration

Similarly the integration with Transact is free of charge. Again let us know if you want to use this.

Coming soon...

More features and updates will be added in coming months including integration with Iress X-Plan.

Previous Upgrade

For details of the last upgrade click here