OverviewTechnical matters
Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Tax planning opportunities for 2025/26
With the advent of the new tax year, you’ll find below some suggestions on how clients can make the most of their savings and investment.
Tax tables 2025/26
All the rates in one place
Tax return and managing pension accounts
Need to know how much clients have contributed or received in pension income? Want to find out more about annual tax vouchers or benefit statements? We have reports and guides to help.
Bed and ISA
The Bed and ISA facility offers the ability to move client investments from an Investment Account into an ISA up to the current maximum ISA allowance.
Capital gains tax planning
At face value, calculating the gains or losses on unit trusts and OEICs may seem a straightforward process. However, in reality it can be quite complicated.
The Platform Clinic
Save time with our practical tips on making the most of the features and functionality of our platform when administering client accounts.
The LTA replacement regime explained
The legislation that replaced the lifetime allowance framework became effective on 6 April 2024. You’ll find more information on the rules and transitional arrangements.
Your clients' cash options on our platform
Is your fee income reducing as your clients look for an off-platform cash solution in these times of higher interest rates?
Articles of interest
Help your clients to maximise valuable ISA tax benefits
ISAs remain a key pillar of most clients’ long-term financial plans due to their valuable tax advantages. However, many individuals only partially use their ISA allowance.
Ensuring Expression of Wish forms are up to date is more important than ever
Having an up-to-date Expression of Wish form is vital when it comes to succession planning. However, this is often not the case.