Welcome to your hub
This hub brings together everything you need to navigate tax year end with ease – from deadlines, FAQs and process guides, to insights, analysis and more. Think of it as your one-stop dashboard for a smooth journey to 5 April.
Key dates
Plan ahead with
our key deadlines.
How-to guides
Find the best route to your destination with How-to guides.
FAQs
Got a burning question?
Find the answer here.
Ultimate Planning Guide
The must-have planning guide for this tax year end & tax year start.
Expert insight
Our library of essentials – insights, videos and more.
Your arrival time is
Key dates and deadlines
Plan your route ➔
We’re on the road to 5 April. What are the key landmarks to look out for on the way? Download our key dates map to ensure you don’t miss a payment, transfer or withdrawal deadline.
Technical insight and analysis
Go the scenic way➔
Tax year end can be complex, but we’re here to guide you through with our full support package – produced in collaboration with the experts at Technical Connection.
Whether you prefer a detailed read or a bitesize article, a deep dive webinar or a short video, we have what you need to navigate complexity with confidence.
How to get the best from your platform
Supporting you at every turn ➔
Wealthtime
Wealthtime Classic
Catch up on webinar recordings
Schedule a stop ➔
At the ‘tools and tips’ sessions, our platform experts covered essential dates, processes and tips.
Perfect for advisers, paraplanners, administrators and other frequent platform users.
At the ‘planning essentials’ session, Tony Wickenden and Claire Trott from Technical Connection highlighted opportunities to act on before, and after, 5 April.
Philip Wickenden from Ad Lucem gave an overview of our new research into client thinking, and how the findings can help shape more effective conversations.
Sign up for our Financial Planner’s guide and other resources
There’s plenty more tax year end support on the way.
Don’t miss out – register for our email updates to be the first to receive our new resources.
There’s plenty more tax year end support on the way.
Don’t miss out – register for our email updates to be the first to receive our new resources.
This hub is intended for financial advice professionals and third parties only. For investor enquiries, please visit our investor page.