See tax year end in a new light
We know tax year end is one of the busiest times for advisers, and we’re here to help you see it in a new light. That's why we've pulled together the resources you need to guide you through this period and beyond.
On this hub you'll find some useful links to key documents, including tax year end processes and our CPD webinar. We also have articles written by our tax experts and short videos to help support you in doing the best for your clients.
Register: tax year end 1hr CPD webinar
Tax Year End: Key Planning and Budget 2025 Considerations
As tax year end approaches, we’ll help you see it in a new light. In this 1-hour CPD webinar, our experts will explore key planning considerations and opportunities, with a focus on the changes announced in the 2025 Budget. Discover practical strategies to navigate tax uncertainty and start the new tax year in the strongest position possible.
Shinning a light on tax year end
7 Jan 2026
Tax Year End – The impact of Budgets past, present and future
Explore how past, present, and future Budgets shape tax year end planning.
11 Dec 2025
Bed and Pension now fully integrated on the Aviva platform
Helping you deliver smarter, faster pension contributions
Tax year end articles
Essential tax and financial planning strategies for married couples
Article examining the opportunities that exist for tax-efficient distribution of income between married couples/civil partners.
Christmas and New Year giving – essential IHT planning strategies
Tony Wickenden discusses how can gifting impacts inheritance tax (IHT) and how exemptions can be maximised.
Protecting the financial plan
Tony Wickenden, Managing Director at Technical Connection, explores protecting the financial plan.
Tax and estate planning for unmarried couples
Rejecting the traditional route of marriage in favour of cohabitation has become increasingly commonplace over the last two decades.
IHT Planning for those with cash: Access to regular payments throughout life required: the role of Discounted Gift Trusts
Tony Wickenden, Managing Director at Technical Connection, explains the role of Discounted Gift Trusts.
IHT Planning for those with cash: Access to original capital required : the role of Loan Trusts
Tony Wickenden, Managing Director at Technical Connection, explains the role of Loan Trusts.
Lifetime Mortgages and IHT Planning
This article discusses Lifetime Mortgages, IHT Planning and some of the key variables that will need to be factored into the decision-making process.
Key documents and resources
Investment Centre
Information about our funds options, including how they're managed and invested. You'll also find expert industry commentary and information about our Discretionary Investment Managers.
Support Videos
Bed & ISA - application
Here's how you can do it on the Aviva Platform
Video run time 2.41
ISA Portfolio, a flexible ISA
Here's how you can do it on the Aviva Platform
Video run time 2.37
Requesting a capital gains report
Here's how you can do it on the Aviva Platform
Video run time 1.39
Business reporting
Here's how you can do it on the Aviva Platform
Video run time 2.19
Ad hoc Withdrawals
Here's how you can do it on the Aviva Platform
Video run time 2.09
The 'Sell' process
Here's how you can do it on the Aviva Platform
Video run time 1.25
The 'Buy' process
Here's how you can do it on the Aviva Platform
Video run time 2.03
The 'Switch' process
Here's how you can do it on the Aviva Platform
Video run time 2.07
Need more support during this tax year?
We're always on hand to help you
Our experts are here to support you at every stage. Whether it’s initial training on our Platform, or support with specific cases, you can depend on our experienced and reliable Business Development Managers (BDMs) and Platform Adoption Consultants (PACs).
Haven't found what you're looking for?
See our contact us page for a full directory.