Genovo Suitability Report 2019-20 Tax Year Updates

Team Genovo

Here’s a summary of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.

Report Content Manager

Section(s)	Snippet Name	Update / Enhancement
Appendix - Product Information	Capped Drawdown Fixed Term Annuity Guaranteed Lifetime Annuity Executive Pension Investment Linked Annuity National Employment Savings Trust (NEST)	The wording of this snippet has been reviewed and updated.
Appendix - Product Information	Collective Investment Taxation Direct Equity Investment Taxation General Investment Account Investment Trust Taxation Structured Product Taxation	Updated Capital Gains Tax Allowance
Appendix - Product Information	Help to Buy ISA	The wording of this snippet has been reviewed and updated.
Appendix - Product Information	Junior ISA	Updated Maximum Contribution Amount
Appendix - Product Information	National Savings Premium Bonds	Updated Minimum Investment Amount
Appendix - Technical Notes	Technical Information - Pensions	Updated Lifetime Allowance.
Appendix - Technical Notes	Technical Information - Auto Enrolment	The wording of this snippet has been reviewed and updated.
Appendix - Technical Notes	Technical Information - Inheritance Tax	The wording of this snippet has been reviewed and updated.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out this video tutorial.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

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