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Tax Year End 25/26

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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.

 

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How-to guides

Find the best route to your destination with How-to guides.

 

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FAQs

Got a burning question?

Find the answer here.

 

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Ultimate Planning Guide

The must-have planning guide for this tax year end & tax year start.

 

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Expert insight

Our library of essentials – insights, videos and more.

 

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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.

Wealthtime key dates

Wealthtime Classic key dates

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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.

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Consumer Insights Report

A concise, research‑backed view of how clients think and behave at tax year end. Based on a study of 1,000 advice‑engaged adults, it highlights rising anxiety, confusion and low confidence.

 

These findings become practical ideas to help you:

  • Reduce admin friction
  • Provide clarity and reassurance
  • Build stronger client relationships

 

Download now

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Ultimate Planning Guide

This comprehensive checklist of planning considerations is designed to help you feel informed on the key risks and opportunities for Tax Year End and Tax Year Start, and be ready to have proactive conversations with your clients.

 

What to expect:

  • A comprehensive planning checklist
  • Key considerations for 2025/2026
  • Top tips for the year ahead

Download now

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On-Demand Videos

The experts have shared their insights on the key strategies to consider both before and after 5 April, the best ways to engage your clients at this busy time, and other tax year end essentials.

Watch now

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Bitesize articles

Our series of two-minute quick reads give you practical ideas on ISAs, pensions, CGT and more.

 

Spend a few minutes reading and you’ll walk away with actionable insights to help your clients before time runs out.

Read now

How to get the best from your platform

Supporting you at every turn ➔

 

Wealthtime guides

Wealthtime videos

Wealthtime Classic guides

Wealthtime Classic videos

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.

Wealthtime: Tax Year End Made Simple

On-demand video available now On 10 Feb, we hosted a webinar covering essential tips for the Wealthtime platform only – the webinar is

Learn more

Wealthtime Classic: Tax Year End Made Simple

On-demand video available now On 12 Feb, we hosted a webinar covering essential Tax Year End tips for the Wealthtime Classic platform only. https://youtu.be/A2QLOSAWMAo?si=WHaTPU6g4r8qsJ0J

Learn more

Tax Year End planning essentials with Technical Connection

On-demand video available now On 24 Feb, we hosted a webinar covering essential tips for the Wealthtime platform only – the webinar is

Learn more

Sign up for exclusive tax year end resources

Fill out the form to receive your copies of:

  • The Ultimate Guide to Planning at Tax Year End (and Tax Year Start)
  • The Tax Year End 2026 Consumer Insights Report
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This hub is intended for financial advice professionals and third parties only.  For investor enquiries, please visit our investor page.

Tax Year End – Quick support links