Tax year end hub
Get your tax year end off to a bright start
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've 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.
Tax year end 1hr CPD webinar
Economic update and tax year end 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. During this webinar which qualifies for 1hr CPD we’ll examine the health of the UK economy, global market outlook and look at the effects of the Autumn Budget. In addition, we'll 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
17 Jan 2025
Embracing change: A personal journey towards better health
Julian Nurse, Customer Propositions Manager, Group Protection, Aviva, shares his personal journey, showing how annual Health Checks and small, consistent changes in diet and exercise have led him to a happier, healthier life.
8 Jan 2025
Recent changes to Employer National Insurance Contributions - How we'll adapt Aviva Group Income Protection policies
Learn how we're updating our Group Income Protection policies in response to recent changes in employer National Insurance contributions.
7 Jan 2025
Sustainable and ethical investing: what’s in a name?
In recent years, ESG and ethical investing have moved from niche strategies to a mainstream part of investing. But what’s the difference between ESG and ethical investing?
7 Jan 2025
Continuous learning: The key to success for Protection Advisers
Gemma Howley, Individual Protection Market Development Manager at Aviva, highlights how continuous learning is crucial for staying ahead of industry regulations, enhancing professional skills and building client trust.
6 Jan 2025
Start the year bright: Aviva's New Year campaign for customers and financial advisers
We want to help you and your clients to get the year off to a bright start...
16 Dec 2024
The role of Group Protection in providing preventative care
Explore how Group Protection policies can support employees’ health and wellbeing, reducing the need for reactive healthcare measures.
12 Dec 2024
Flash update - South Korea & France - December 2024
Hear from the Aviva Investors Multi-Asset Team as they provide a flash update on the political developments in South Korea and France
10 Dec 2024
Pension Commencement Lump Sum (PCLS): Tax-Free Cash Recycling
Tax-free cash recycling can happen when a tax-free lump sum is taken and used to increase contributions to a registered pension scheme. We have created a summary of the rules...
10 Dec 2024
Retirement Planning and the Annual Allowance
This article discusses the Annual Allowance and the limit applied to tax relieved savings and/or benefits that can be made by or on behalf of an individual within a single tax year, anything in excess of this will receive a tax charge
29 Nov 2024
Flash update - COP29 - November 2024
Hear from the Aviva Investors Multi-Asset Team as they provide a flash update on the COP29 summit in Baku.
27 Nov 2024
Tatton Investment Management
25 Nov 2024
The power of case studies in highlighting protection insurance needs
Patti George, Individual Protection Market Development Manager at Aviva, discusses strategies to deliver comprehensive protection solutions when the market gets busy.
25 Nov 2024
Our new Lifestyle Max lifetime mortgage: Frequently Asked Questions
Our new Lifestyle Max lifetime mortgage. Your questions answered
25 Nov 2024
Unlocking more equity with our new Lifestyle Max lifetime mortgage
Introducing Lifestyle Max: high LTV meets short ERC term
Support Videos
Bed & ISA - application
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Video run time 2.41
ISA Portfolio, a flexible ISA
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Requesting a capital gains report
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Business reporting
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Ad hoc Withdrawals
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The 'Sell' process
Here's how you can do it on the Aviva Platform
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The 'Buy' process
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The 'Switch' process
Here's how you can do it on the Aviva Platform
Video run time 2.07