Tax Year End Webinar: Wealthtime Platform
11.30am | Tuesday 27 February | Online event | 45 mins
Welcome to our Community of Practice programme – a series of online events designed to help you and your team get the most from the Wealthtime and Wealthtime Select platforms.
This session is for users of the Wealthtime platform. For users of the Wealthtime Select platform, visit our adviser hub to catch up on our recent tax year end webinar.
What will be covered?
These sessions will be hosted by our in-house specialists, who will be joined by colleagues working across our technology and service teams covering:
- Key dates for tax year end and cut off times
- Live ‘how-to’ demos to help you with the key processes
- Top tips for tax year end to help you get the most from the platform
- Lessons learned from last tax year end
- Live Q&A with our inhouse experts
When and where?
This session will be taking place at 11.30am on 27 February 2024. The session will be hosted online and you’ll be sent details of how to join when you register.
Who should attend?
This programme is meant for people who are using our platforms regularly, mainly administrators and paraplanners, although they are open to anyone working with our platforms.
If you have any questions, please contact our events team.
Book your spot: