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 2017

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.

View Tax Year end cut off dates

Tax year end webinars

You can catch-up on the latest webinars in the run up to tax year end

MyFolio webinar recording

Tax Year End Planning Webinar recording

Techzone articles

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

Carry forward -use it, don’t lose it

Safe tax planning - the avoidance of doubt

Is the time right to move your client's ISA into their pension?

10 reasons to pay into your pension before April

The 3 Rs of effective tax planning

Should bonus season be pension season?

Letter templates

View the PDF below for letter templates you can use with your clients. There are four templates suggesting ways to make the most of your clients' tax relief and allowances:

  • Are you making the most of your pension annual allowance?
  • Are you making the most of your pension tax allowances?
  • Are you maximising your pension tax relief?
  • Are your total pension savings nearing your lifetime allowance limit?

Letter templates (PDF, 44KB)

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