Plan for a successful tax year-end with our Tax Year End hub. We provide advisers with helpful deadline dates, tools, and useful support material to save you time and help you deliver exceptional service to your clients this tax year-end.
Spring Budget alert for advisers with High Net Worth clients
Following the recent Budget, we are urging advisers not to advise clients with fixed or enhanced protection to top-up their pension before the end of this tax year. While the finer details of the budget are still being analysed, we are currently concerned that a top-up could inadvertently invalidate their protection and compromise their entitlement to a PCLS amount, that could be higher than 25% of the current Standard Lifetime Allowance.
We will provide more information on what this means for you and your clients over the coming days, as further detail is released by HMRC and the Finance Bill is published.
Training & support videos
The Platform Video Hub hosts a range of useful training and support videos to help you and your clients understand more about and get the most out of our investment platform.