Tax year end support

    You need the right tools and support to smoothly navigate the tax year end journey, to make sure your clients maximise their allowances and subscriptions. We all know different clients have different planning needs and require different solutions.

    We've worked hard to help you navigate the different twists and turns of the tax year end journey and move smoothly into the new tax year, helping to keep your clients on track for a successful start to 2020.

    The interactive map below lets you explore everything we have to offer or simply click on a specific journey, or line, you'd like to take - whether it's the Isa line, the Tools and support line or whatever direction you'd like to travel in.

    Key dates

    In the run up to the end of the tax year there are a number of key dates and deadlines that you need to be aware of to make sure you've left enough time to order and settle trades, post applications and for Nucleus to process your requests.

    Isa and Jisa

    Where possible, your clients should use their annual Isa subscription limit of £20,000 for the 2019-20 tax year. Jisa also carries a subscription limit for this tax year of £4,368 which is another opportunity for clients to maximise tax allowances while investing in their childrens' or grandchildrens' futures. Our factsheet includes information on subscription limits and deadlines.


    Tax year end provides an excellent opportunity to make sure clients are maximising available pension allowances. Clients can benefit from tax relief on pension contributions for up to 100% of their annual salary, to a maximum of up to £40,000 (lower if they are a higher earner or already taking drawdown income). They can also carry forward unused annual allowance from previous years, not to mention the opportunities around maximising the lifetime allowance (LTA).

    Tax and investments

    While Isas and pensions take a lot of the spotlight in the tax year end window, we shouldn’t forget the other tax planning opportunities available to your clients. There are many ways to help manage your clients’ income tax, capital gains tax and inheritance tax. This could be making full use of available allowances, exemptions and reliefs, or even using other tax-efficient investment vehicles.

    Getting in touch couldn't be easier

    Are you interested in becoming a Nucleus user? Then simply click on the button below to contact one of our regional business development directors who'll be delighted to help. If you're an existing user, hit the button below to download your regional contact sheet.

    Remember to make use of the tax year end tab

    Our handy tax year end tab is live again this year on the platform. The tab gives you easy access to these tools, factsheets and videos to help you make the most of the opportunities in the run up to 5 April.

    Covid-19 update

    To alleviate the issues relating both to lock down and potential delays to the mail, and until further notice, we're extending the number of scanned documents we can accept. For more information on this check out our covid-19 update page.