Tax year end made simple: Wealthtime Classic tools and tips
Автор: Wealthtime
Загружено: 2026-02-25
Просмотров: 28
Описание:
00:00 Introduction
01:42 Deadlines
05:10 Reporting tips
06:04 ISA subscription report
08:05 Capital Gains reports
09:01 Pension summary
10:11 Bed and ISA / Bed and SIPP
12:50 Verifying bank details for your clients
13:19 How to make a payment in
13:49 Common mistakes and how to avoid them
Catch up on our recent webinar focused on supporting Wealthtime Classic users with efficient tax year end planning.
We’ll take you through the key deadlines you need to know, and provide simple, easy to follow demonstrations of the best ways to carry out the top processes you’ll be using in the lead up to tax year end. From managing remaining ISA subscriptions, executing Bed and ISAs, how to use our CGT calculator and more, we’ll show you how to get the most out of the platform.
Watch to discover:
Effective planning for key tax year end deadlines
Understanding key ISA subscriptions and reports
A comprehensive pension summary
Understanding payments
Whether you’re new to using the Wealthtime Classic platform, or you just want a refresher before the rush of tax year end hits, this session will help you improve productivity, reduce risk, and support clients more effectively.
For financial advice professionals only.
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