April 2026 Upgrade
Budget Changes
Changes in line with the new 2026/27 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 remains starting at £125,140
- NI Employee's Basic & Higher Rates remain at 8% & 2%
- NI Employer's Rate remains at 13.8%
- NI Primary Threshold remains at £12,570
- Dividend Allowance remains at £500
- Dividend Basic & Higher rates increase by 2% to 10.75% & 35.75% Additional rate remains at 39.35%
- Capital Gains Tax Allowance remains at £3,000
- Junior ISA Maximum remains at £9,000
- Lump Sum Allowance (LSA) remains at £268,275
- Lump Sum & Death Benefit Allowance (LSDBA) remains at £1,073,100
- IHT Nil Rate Band remains at £325,000
- Residence IHT Nil Rate Band remains at £175,000
- Changes to IHT Agricultural Property & Business Reliefs with 100% relief limited to combined value of £2.5m with remaining at 50% relief
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