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Tax planning insights and practical tips

With the tax year end rapidly approaching, we look at the planning tasks that may be required when managing client accounts and highlight resources that can help ease the process.

A year of change

With lots of changes to tax allowances and other regulations over the last year, Paul Squirrell takes a high-level look at some of the main considerations for financial planners as we approach the tax year end.

Help and support

Answers to the most commonly asked questions by users of our platform.

Client management

All aspects of your clients’ accounts managed through our secure online product administration system.

Adviser fees

A transparent and flexible approach to charging.

The value of investments and the income from them, can go down as well as up, so clients may get back less than they invest. The value of benefits depends on individual circumstances. The minimum age clients can normally access their pension savings is currently 55, and is due to rise to 57 on 6 April 2028, unless they have a lower protected pension age. Different options may have different effects for tax purposes, different implications for pension provision and different impacts on other assets and financial planning.