Tax year end tools and resources

Built around you and your business

The build up to the tax year end remains a key period, as you meet with clients and help them maximise valuable pension and ISA tax allowances.

To enable you to make the most of the opportunity, our comprehensive support, available here, provides quick and easy access to all you need at this busy time of year.

Pension considerations at tax year end

Tax and pension experts Paul Kennedy and Paul Squirrell go through a step-by-step approach.

16-minute watch

Further materials can be found below

Client reporting
Important deadlines
2020/21 tax year – planning ahead

Key areas of interest

The pension lifetime allowance

In this guide, we examine some of the aspects of the lifetime allowance and how it can affect retirement planning.

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Tax tables 2019/20

Find all the tax rates and threshold for the tax year - 2019/20.

Order printed copies

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Please note that with pension products your client will not be able to withdraw their money until they reach age 55. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.