M&G adds LTA transition calculator
- Wednesday, 14 February 2024
- Articles
M&G Wealth has added a new tool help advisers calculate whether their clients could benefits from a Transitional Tax-Free Amount Certificate ahead of the abolition of the Lifetime Allowance (LTA) in April.
Read more...M&G Wealth adds CGT tool to platform
- Tuesday, 28 March 2023
- Articles
M&G Wealth has added a Capital Gains Tax (CGT) tool to its platform enabling advisers to carry out complex calculations and test different planning scenarios for clients.
Read more...EV adds automated MPS links to Financial Planning tool
- Tuesday, 22 November 2022
- Articles
Financial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.
Read more...Intelliflo replaces i4C with new cashflow tool
- Wednesday, 01 December 2021
- Articles
Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool.
Read more...