We Know tax year end is one of the busiest times for advisers. That's why we've gather information here to support you through tax year end and beyond.
Here, you'll find some useful links to key documents including tax year end processes and webinars run by experts.
We've also got articles by tax expert Tony Wickenden to help you do the best for your clients. Plus you can find key documents and short videos to help you get things right first time.
We're here every step of the way to help you.
Tax year end. Done. Dusted. Together.
Tax year end lunch and learn sessions - 30-minute CPD webinars
Need a refresher of key 23/24 tax year end topics? Take half an hour out of your lunch to catch-up on our CPD tax year end webinar series.
Watch on demand - Fund Spotlight - Smooth Managed Fund 6 year anniversary
30-minute CPD webinar
Join us for an insightful investment webinar as we reflect on the journey since the launch of Smooth Managed Fund in December 2017. Amidst global market volatility and challenges, discover how our fund provided a smooth journey for our customers.
Learning Objectives
Gain insights on navigating market uncertainty with our Smooth Managed Fund range.
Evaluate the client's journey since inception.
Explore the benefits of incorporating a Smoothed investment solution into your client's portfolio.
Take advantage of this opportunity to understand how our funds can guide your clients through turbulent times.
Watch on demand - Essential tax year end and tax year start retirement planning strategies with Claire Trott
30-minute CPD webinar
As tax year end approaches, time is of the essence with regards to pension and retirement planning to take advantage of the appropriate tax reliefs. This session reviews the issues of not only funding pensions but accessing them at the right time to minimise tax losses and unintended consequences. In addition Claire will consider what can be done at the start of the tax year to help maximise saving and minimise the rush at the end of the next tax year.
Learning Objectives
To understand how to maximise savings and tax reliefs for pension savings
To understand how the timing of income can impact retirement savings
To understand the changes to the lifetime allowance at a high level, and how this may impact those accessing benefits now.
Watch on demand - Improving your clients’ ( and your) intergenerational bottom line with Tony Wickenden
30-minute CPD webinar
Taking an intergenerational approach to financial planning makes sound sense at any time of the year, but especially so at the beginning and end of a tax year. In this session we will be reminding you of the key ways to deliver cross-generational tax (and advice) alpha at the tax year end and to set your clients up for a tax effective year ahead. We will also consider how an intergenerational approach to financial planning could be key to building stronger relationships and growing your business.
Learning Objectives
To understand key tax year end strategies related to intergenerational financial planning
To understand key intergenerational tax and financial planning to consider putting in place ahead of the new tax year
To understand how taking an intergenerational approach to financial planning, supported by appropriate communication strategies, can help to improve the value of advisory businesses
Watch on demand - Smart investment wrapper choice to maximise tax efficiency throughout the tax year with Tony Wickenden
30-minute CPD webinar
The reduction to the CGT annual exemption and the dividend allowance (down to £3,000 and £500 respectively from the beginning of the 2024/25 tax year) is good cause to re-consider the importance of investment wrapper choices. The value of the so called “tax no brainers”, pension and ISA is effectively increased. But what about investment beyond these two wrappers? In this session we will be focussing on the tax planning benefits of collective investments and investment bonds, and considering the situations when these options may be most appropriate.
Learning Objectives
To understand key tax changes impacting on investment wrapper choice
To understand the fundamentals of investment bond (UK and international) and collective investment taxation
To understand the key factors to take into account to determine the relative appropriateness of investment bonds and collectives and combinations of these products
