Tax year end toolkit

All the support you need for pensions and ISAs in one place

For clients who wish to contribute to their pension and ISA investments, our management information reports and range of materials can help create campaigns for you to target individuals . We also have documentation to inform your clients of the importance of maximising their allowances.

Simply select one of the headings below to find all the support you and your clients need.

Application deadlines
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Tax tables 2018/19

Find all the tax rates and thresholds you need in our 2018/19 tax tables. Also included are the Scottish income tax rates.

To order printed copies, click here.

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The value of investments, and the income from them, can go down as well as up and your clients may get back less than they invest.