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.
Webinars
Everything you need to optimise your route to tax year end.
Coming soon
Our latest insights and articles – sign up to receive a copy.
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Key dates and deadlines
Plan your route ➔
Now 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 this tax year.
Register for webinars
Schedule a stop ➔
Perfect for advisers, paraplanners, administrators and other frequent platform users. We’ll cover essential dates, processes and tips for making your tax year end as easy as possible.
Please make sure you sign up for the relevant session, depending on which platform you use:
Tue 10 Feb, 10am
Tax Year End made simple
Wealthtime tools and tips – this session focuses on getting the best out of the Wealthtime platform only.
Thu 12 Feb, 10am
Tax Year End made simple
Wealthtime Classic tools and tips – focused on the Wealthtime Classic platform only.
Tue 24 Feb, 11am
Tax Year End Planning essentials
Join us for this CPD-accredited session covering what’s changing this tax year end – and what it means for your clients and your planning. Suitable for all financial professionals, whether or not you use our platforms.
Explore our ‘how-to’ guides
Get directions ➔
Tax year end FAQs
Supporting you at every turn ➔
Wealthtime FAQs
Wealthtime Classic FAQs
Quick support links
Sign up for Tax Year End 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 contact page.