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HomeTax year end

Tax year end

Information about cut off dates, guides and FAQs around top tax year end activities for Wrap and Elevate users.

Wrap users

Tax year end cut-off dates

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Setting up a new contribution 

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Setting up a regular contribution 

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Withdrawals on Wrap

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Requesting drawdown

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Moving money from PP to ISA

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Wrap tools

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Tax year end hints and tips on Wrap

Watch the full video or jump to the useful chapters below:

This 6 minute video will provide some hints and tips on our processes for the current tax year end.

Elevate users

Tax year end cut-off dates

Click here

Setting up a new contribution 

Click here

Setting up a regular contribution 

Click here

Withdrawals from GIA/ISA

Click here

Requesting drawdown

Click here

Moving money from GIA to ISA

Click here

Elevate tools

Click here

Tax year end hints and tips on Elevate

Watch the full video or jump to the useful chapters below:

This 5 minute video will provide some hints and tips on our processes for the current tax year end.

General FAQs

HMRC provide us with your client's tax code electronically. We cannot amend this, and recommend your customer contacts HMRC directly unless you are authorised to do so.
Your client will receive their P60 by the end of May and once issued, will be stored within the client's document library.
If your client holds a Personal Portfolio/General Investment Account that has generated interest or dividends, a Consolidated Tax Certificate will be issued in May or June. This will be posted and stored within the client's document library.

Bank details 

abrdn bank details

Find our bank account details for all platforms and products

Bank details

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.

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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.

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