Tax year end made simple: Wealthtime tools and tips
Автор: Wealthtime
Загружено: 2026-02-12
Просмотров: 54
Описание:
00:00 Introduction
02:41 Key Dates
03:20 Tax Year End hub
03:58 Common mistakes and how to avoid them
12:53 How to carry out a Bed and ISA
16:34 How to carry out a Bed and SIPP
17:46 Accessing and navigating report zone
19:15 Remaining ISA subscriptions report
20:00 Withdrawal status report
20:26 New business pipeline report
20:58 Cash received report
21:25 Bank verification report
21:43 How to add and verify bank details
24:02 Capital Gains Calculator
28:30 Q&A
We know how busy things can get when you're juggling client requests and the platform tasks that come with them. To make this year smoother, catch up on our tax year end made simple webinar.
Designed specifically for regular users of the Wealthtime platform, this session covers:
Planning for key deadlines
Viewing remaining ISA subscriptions
Carrying out Bed and ISA transactions
Using the CGT tool
Top tips to help avoid common mistakes
For financial advice professionals only.
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