Join our ‘Tax Year End made simple: Wealthtime tools and tips’ webinar.

As tax year end approaches, acting quickly and accurately is more important than ever. Wealthtime is here to help you navigate the busiest time of the financial year with confidence.

Our host and Regional Sales Manager, Matt Hall, will be joined by Wealthtime platform experts Alex Band and Jake Vernon, for a webinar focused on supporting you to deliver efficient tax year end planning.

We’ll take you through the key deadlines you need to know, and provide simple, easy to follow demonstrations of the best ways to carry out the top processes you’ll be using in the lead up to tax year end. From managing remaining ISA subscriptions, executing Bed and ISAs, how to use our CGT calculator and more, we’ll show you how to get the most out of the platform.

In this one hour webinar, you’ll also have the opportunity to ask questions and get practical answers in a live Q&A with our platform experts.

- Effectively plan for key tax year end deadlines

- View and manage clients’ remaining ISA subscriptions and carry out Bed and ISA transactions

- Use the CGT tool to support capital gains tax 

- Identify the common mistakes that happen during tax year end and top tips on how to avoid them

Whether you’re new to using the Wealthtime platform, or you just want a refresher before the rush of tax year end hits, this session will help you improve productivity, reduce risk, and support clients more effectively.

Confirm your attendance below and join us live for an insightful session.

Tax Year End Made Simple: Wealthtime tools and tips