The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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.

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.

Bed And ISA Video

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