Tax Year End Tool Suite

There are three reports to help you identify opportunities this tax year end.

1. Unused ISA allowance – see the remaining ISA allowance based on your clients Quilter ISA contributions.
2. ISA allowance report – see if an additional permitted subscription has been used or the regular contributions that will be made before tax year end.
3. Client by adviser report – identify which of your clients have a CIA that they can use to Bed and ISA.

Access these reports by clicking on the ‘reporting’ button from our platform homepage.

This intuitive tool enables you to:

• carry out enhanced 'what if' scenario planning
• record and save book costs, gains or losses, and carried forward losses
• include assets held outside of Quilter

Use the tool to create a tailored report for all client types, including trusts.

To find out more, view our guide, 'How do I run Capital Gains Tax (CGT) calculations and CGT client reports?'

See how much your clients can contribute to their pensions this tax year, with our simple calculators.

1. Tapered Annual Allowance calculator - 2024/25 | Quilter
2. Carry forward calculator 2024/25 | Quilter

Busy? Let your clients top up their ISA and CIA themselves, using their online account.

Free up time in your business by activating online top ups for your clients.

Our Technical Team has put together resources to help you navigate calculating chargeable gains on bonds surrenders and the income tax payable.

Chargeable events hub | Quilter

Enhance client conversations and demonstrate the value of your advice with our fully integrated report, which can be produced in minutes.

View an example of our transactional report or use our user guide to help interpret the transactional report sections.