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Tax year end 2024/2025

Helping you have a strong finish to tax year end

Our tax year end hub is here to help you during the busy tax year end period, and support a strong finish to the year for you and your clients.

You can access our deadlines, tools and helpful `how do I' guides in one convenient place, helping you save time and deliver exceptional service to your clients this tax year end.

Be sure to bookmark this page for quick and easy access to our deadlines and tools.

Tax year end opening times

  • Tuesday 1 April: 8:30am – 7:00pm
  • Weds: 2 April: 8:30am - 7:00pm
  • Thurs 3 April: 8:30am - 7:00pm
  • Fri 4 April: 8:30am - 7:00pm
  • Sat 5 April: 9:00am – 1:00pm

Visit the Tax Year End Tool Suite

Find out more about the tools available to help you identify opportunities, mitigate tax and submit instructions efficiently. 

View the tools

Watch our 15 minute webinars designed to support paraplanners this tax year end

Maximising ISA opportunities

How to make the most of the ISA opportunities available to you this tax year end, with our tools and reports:

  • Bed & ISA tool
  • ISA subscriptions report and Bed & ISA opportunity report
Watch now

Using our CGT calculator

Our CGT tool is designed to save you time and generates a client report you can fully tailor to showcase the value of your advice. Our experts will highlight its ease of use and functionality:

  • CGT outputs
  • CGT ‘What if’ tool
Watch now

Why use an onshore bond?

See why you should consider how onshore bonds can benefit your clients when held as part of a wider financial plan. Our experts will highlight the benefits and functionality of our onshore bond, including:

  • ease of setting up an onshore bond
  • trust capability
Watch now