Tax year end webinars
Sign up for our tax year end webinars for Wrap and Elevate
Tax year end webinars
We want to help you get the most from Wrap and Elevate for both your business and your clients.
Please sign up for one of tax year end webinars, facilitated by our Platform Consultants. They'll share hints and tips to help you get the most from the platform and save you time.
Preparing for TYE on Wrap
Time: 60 minutes – 45 minutes active sessions + 15 minutes for Q&A
By the end of the session, you will have an understanding of the tools available on the platform to assist with your TYE planning activity.
Key areas we will look at include:
- Managing Flexible ISA subscriptions
- Add new products and/or ISA single payment
- Multiple Personal Portfolio reminder
- Updating bank accounts
- Personal Portfolio to ISA trades
- Capital Gains support
- Online Submissions – upload documents
- Junior ISA
| 20 March | 10am - 11am |
Preparing for TYE on Elevate
Time: 60 minutes – 45 minutes active sessions + 15 minutes for Q&A
By the end of the session, you will have an understanding of the tools available on the platform to assist with your TYE planning activity.
- Managing ISA subscriptions
- Adding new product and/or ISA single payment
- Updating bank accounts
- General Investment Account (GIA) to ISA process
- Capital Gains support
- Online Submissions - upload documents
| 20 March | 2pm - 3pm |
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Find our bank account details for all platforms and products
Insight from Techzone
For more information on how we are supporting you and your clients in the run up to TYE visit Techzone for our latest insight.
Pension carry forward calculator
Find out how much pension annual allowance your client has available for a tax year. This will help you work out how much can be paid into your client’s pension without triggering an annual allowance charge.