Tax Planning

Standard Life offers a range of tax planning solutions to help you give your clients the opportunity to make the most of the freedom and choice available at all stages of their financial life.

Tax year end 2018

As tax year end approaches there are plenty of tax opportunities for your clients as well as important dates to consider.  You’ll find all the tax year end information you need here.

Key cut off dates and payment details

There are important cut off dates that you need to be aware of in advance of tax year end.  You will also want to ensure that all relevant business is completed by the dates specified.

Standard Life TYE 2018 cut off dates

Elevate TYE 2018 cut off dates

Tax year end webinars

Listen to the webinar and hear Justin Scott, Senior Pensions Consultant discuss:

  • How to maximise pensions savings including annual allowance, carry forward and tapering of the annual allowance for high earners
  • How to ensure tax allowances are fully utilised and opportunities to extract savings tax efficiently aren’t wasted

Launch the webinar recording

Techzone articles and blogs

Produced by our team of experts, qualified in pensions, taxation, trusts and wealth transfers.

Pension v dividends - the tricky business of profit extraction

Safe tax planning - the avoidance of doubt

Checklist of our top 10 tax year end opportunities

Helping self-employed clients be the boss of their retirement funding

Boost savings by actively using your allowances

Remember, the value of investments can fluctuate and might be less than was paid in. Tax rules can change in the future.