Simplifying the
tax year end puzzle
Our hub contains the key information you need to make tax year end as straightforward as possible. Here you’ll find the important dates and deadlines, essential declarations and applications you need to help your clients get tax year end ready.
For all the key literature for your chosen platform, simply click on the link below.
We’ve seen a lot of change in the last 12 months with a new government delivering their first Budget where clarity was given on announcements previously made. As well as new ones which will affect your clients now and in future tax years.
With the Treasury’s tax receipts due to increase further over the coming years due to a combination of frozen personal tax allowances, nil rate bands and rates, changes to the capital gains tax exemption, dividend allowances and rising average earnings, more people than ever are paying tax and at higher rates.
When this is combined with the announcements around changes to non-domiciled individual's taxation and the inclusion of pensions within the IHT framework from 2027, advice has never been more important. Now is an ideal opportunity to review your clients' holistic financial plans and ensure they’re invested in the most tax efficient way for their personal circumstances.
Countdown to tax year end
Illuminate Technical: Technical support for you and your clients
Illuminate Technical hosts a wealth of knowledge from our Technical Support team to help you through tax year end including:
- Technical factsheets - detailed analysis on a range of useful topics including Pensions, ISAs, Trusts and more
- Tech Talks - focused articles on key industry topics
- Tech News - articles in the industry press written on matters affecting you and your clients
Pension calculations made easy
Working with our colleagues in Dunstan Thomas, we’ve launched two new tools ready for tax year end. Our annual allowance and salary sacrifice calculators will help to make pension calculations easier for you and your clients.
Technical webinars: strategies for tax efiicient investing
Did you miss our recent in-person events? We're bringing the highlights to you virtually, in two one hour, CPD accredited webinars.
