Tax year end hub

We know tax year end is one of the busiest times for advisers. That's why we've gathered information here on this hub to help you get it done and dusted as easily as possible. 

Here, you'll find links to the information you need, from key platform dates for tax year end processes to times and dates for useful 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.

The key platform deadlines you need to know

Get the dates

Tax year end lunch sessions Join our 30-minute CPD webinars to find out all you need to know

Make sure you're fully prepared this tax year end by joining our educational sessions on hot topics. Take half an hour out of your lunch time to build your knowledge - and claim 30 minutes of CPD for each session. 

 

Watch on demand - Fund Spotlight - Smooth Managed Fund 6 year anniversary

Watch on demand - Essential tax year end and tax year start retirement planning strategies with Claire Trott

Watch on demand - Improving your clients’ ( and your) intergenerational bottom line with Tony Wickenden

Watch on demand - Smart investment wrapper choice to maximise tax efficiency throughout the tax year with Tony Wickenden

Ask the expert - Tax year end articles - Tony Wickenden

Support Videos

Bed & ISA - application

Here's how you can do it on the Aviva Platform   

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ISA Portfolio, a flexible ISA

Here's how you can do it on the Aviva Platform

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Requesting a capital gains report

Here's how you can do it on the Aviva Platform

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Business reporting

Here's how you can do it on the Aviva Platform

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Ad hoc Withdrawals

Here's how you can do it on the Aviva Platform

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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

Here's how you can do it on the Aviva Platform

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The 'Switch' process

Here's how you can do it on the Aviva Platform

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Need more support during tax year end?

Get in touch for support with all your tax year end queries.