Genovo Suitability Report 2016-17 Tax Year Updates

Team Genovo

Here’s a summary of the new updates you’ll discover the next time you log in to the Genovo suitability report app.

Section Wizards

Section(s)	Step(s)	Update / Enhancement
Investment Review Pension Review	Recommended Actions	We've added some new recommend actions
Investment Recommendation	Trusts	This step is now "intelligent". No mention of trusts will be included in your report If you do not select a value from the Trusts Recommendation drop down.

Report Content Manager

Section	Snippet Name	Update / Enhancement
Mortgage Recommendation	Stamp Duty Info	This snippet has been updated following the changes to stamp duty.
Mortgage Recommendation	Residential Property Stamp Duty	This is a new snippet we've added to reflect the changes to Stamp Duty
Mortgage Recommendation	Residential Property SDT (BTL & 2nd home)	This is a new snippet we've added to reflect the changes to Stamp Duty
Mortgage Recommendation	Commercial Property Stamp Duty	This is a new snippet we've added to reflect the changes to Stamp Duty
Appendix - Product Information	Enhanced Annuity	This snippet has been updated.
Appendix - Product Information	Fixed Term Annuity	This snippet has been updated.
Appendix - Product Information	Guaranteed Annuity	This snippet has been updated.
Appendix - Product Information	Investment-linked Annuity	This snippet has been updated.
Appendix - Product Information	Uncrystallised Fund Pension Lump Sum	This snippet has been updated.
Appendix - Product Information	NEST	This snippet has been updated.
Appendix - Product Information	Collective Investment Taxation (Private Client)	This snippet has been updated.
Appendix - Product Information	Collective Investment Taxation (Trust Client)	This snippet has been updated.
Appendix - Product Information	Deposit Account	This snippet has been updated.
Appendix - Product Information	Discretionary Managed Portfolio Taxation (Private Client)	This snippet has been updated.
Appendix - Product Information	Discretionary Managed Portfolio Taxation (Trust Client)	This snippet has been updated.
Appendix - Product Information	General Investment Account Taxation (Private Client)	This snippet has been updated.
Appendix - Product Information	General Investment Account Taxation (Trust Client)	This snippet has been updated.
Appendix - Product Information	ISA	This snippet has been updated.
Appendix - Product Information	Investment Trust Taxation (Private Client)	This snippet has been updated.
Appendix - Product Information	Investment Trust Taxation (Trust Client)	This snippet has been updated.
Appendix - Glossary of Terms	Pensions	This snippet has been updated.
Appendix - Technical Notes	Pensions	This snippet has been updated.
Appendix - Technical Notes	Carry Forward Text	This snippet has been updated.
Appendix - Technical Notes	Inheritance Tax	This snippet has been updated.
Appendix - Technical Notes	Long Term Care Planning	This snippet has been 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 the Genovo Knowledge Base.

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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