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.