Tax year end support built around you

Tax Year End Hub

Tax year end is an important time for advisers and investors, and we know it can be a busy time of year. That’s why we’ve set out to keep things simple and make your life easier.

Our tax year end hub has everything you need for a successful tax year end. Get the latest technical insights, join our live webinar to hear from our team, and understand key processes with our wide range of resources.

Tax year end support, built around you.

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Key dates

Get ahead of time with our key dates, now available for both the Wealthtime and Wealthtime Select platforms. See our timeline for payments, transfers and withdrawals, along with handy tips to support you along the way.

Wealthtime Platform


Wealthtime Select Platform


Catch up on our tax year end webinar

On-demand | 40 mins

Catch up on our tax year end webinar to learn handy platform tips, key dates and everything you need to know ahead of tax year end. This recording is for users of the Wealthtime platform. For users of the Wealthtime Select platform, you can watch the recordings below.

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Financial planner’s guide to tax year end

Welcome to our financial planner’s guide to tax year end. This guide has been produced for our users by the experts at Technical Connection and provides a comprehensive checklist of planning considerations for the end of the tax year 2023/2024.

To view the full report, complete this short form >

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You asked, we’ve answered. Find the answers to common questions about tax year end. 


Hear from Tony Wickenden, founder and managing director of Technical Connection, as he shares his advice on how to approach tax year end.

Get the latest updates

There’s plenty more tax year end support on the way over the coming weeks. Register for our email updates to be the first to receive our new resources. This hub is for financial advisers and third parties only. For investor enquiries, please click here to visit our investor contact page.