April 2022 Upgrade

Budget Changes

Changes in line with the new 2022/23 fiscal year have been implemented including:

• Personal Allowance remains at £12,570
• Basic Rate Tax Band remains at £37,700
• NI Employee's Basic Rate now 13.25% (was 12%) & Higher Rate 3.25% (was 2%)
• NI Employer's Rate now 15.05% (was 13.8%)
• NI Primary Threshold now £9,880 (was £9,568 & increases to £12,570 on 6 July)
• Dividend Basic, Higher & Additional rates now 8.75%, 33.75% & 39.35% (were 7.5%, 32.5% & 38.1%)
• 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.

Iress XPlan Integration

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

Base Investment & Pension Recommendations & Reviews on Iress plans.

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

Intelliflo Office Integration

Let us know if you wish to use the integration - it's 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