Welcome to our tax year end hub
As the 2024/25 tax year end approaches, we know it’s a busy time of year for financial advisers and that’s why we’ve created our one-stop hub exclusively for you. As you seek to maximise your client’s financial position and minimise their tax liabilities, our goal is simply to provide you with all the information and tools you need to deliver the best possible outcomes this tax year end.
Tax year end made simple
New for 2024/25 our drop-in clinics
Click the link below to join our new drop-in clinics for advisory firms. They start the week commencing 17 February and will be running throughout the rest of February and March. For Wealthtime the clinics will take place every Tuesday between 10 and 10:30am and Wealthtime Classic every Thursday between 2 and 2:30pm.
No need to book just drop in for answers to your questions. Whether that’s a platform query, help on a key TYE process or clarification about a key date, our experts will be online to help you.
Please note in order to protect the privacy of our platform customers we will be unable to discuss specific client account information. For help regarding a specific client please contact us directly.
For expert Wealthtime help click Tuesday
For expert Wealthtime Classic help click Thursday
Download our financial planner’s guide to tax year end
Produced exclusively for financial advisers by the experts at Technical Connection, our guide will provide you with a comprehensive checklist of all the planning considerations you will need for the end of the tax year as well as top tips for making 2024/25 the best year yet.
To view the full guide, complete this short form:
Produced exclusively for financial advisers by the experts at Technical Connection, our guide will provide you with a comprehensive checklist of all the planning considerations you will need for the end of the tax year as well as top tips for making 2024/25 the best year yet.
To view the full guide, complete this short form:
Find the answers you need in our FAQ’s
We’ve put the answers to our most frequently asked tax year end questions altogether in one simple document.
Got another question? Email Wealthtime and Wealthtime Classic and we will be happy to get back to you with the information you need.
Get the latest updates
There’s plenty more tax year end support on the way over the coming weeks. Register for our email updates to be the first to receive our new resources. This hub is for financial advisers and third parties only. For investor enquiries, please visit our investor contact page.
There’s plenty more tax year end support on the way over the coming weeks. Register for our email updates to be the first to receive our new resources. This hub is for financial advisers and third parties only. For investor enquiries, please visit our investor contact page.