The clock's ticking to tax year end
We know tax year end is one of the busiest times for advisers. That's why we've gathered information here to support you through it 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.
We're here every step of the way to help you.
Watch on demand: tax year end 1hr CPD webinar
Economic update and tax year end planning
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. During this webinar which qualifies for 1hr CPD, we examine the health of the UK economy, global market outlook and look at the effects of the Autumn Budget. In addition, we 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.
Tax year end expert 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.
Aviva comment on the Government's Autumn Budget
Lorna Whalley, Commercial Director, provides comment on the Government's Autumn Budget.
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).
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