A guide to tax year end 2020-21
With tax year end fast approaching, we have created this dedicated information hub to give you all the key dates, documents, and tips that you need to help plan for this busy time of year, and to ensure clients don't miss out on their various tax allowances.
Please note that due to the Easter bank holiday weekend, the last working day of the 2020-21 tax year is Thursday 01 April.
Taxable Accounts (GIA)
We have a range of reports and tools to help you manage your clients’ Capital Gains Tax allowance.
New feature – Bed and ISA
We are excited to launch our new Bed & ISA feature ready for tax year end. The new functionality should make it easier for you to process Bed and ISA submissions in the 7IM Platform. We have created a video tutorial to show you how to use it.
Need to get in touch? Our Platform Service Team can help with technical support. Select your region below to find the best team to help you.
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