Tax year end made simple: Wealthtime Classic tools and tips

00:00 Introduction 01:42 Deadlines 05:10 Reporting tips 06:04 ISA subscription report 08:05 Capital Gains reports 09:01 Pension summary 10:11 Bed and ISA / Bed and SIPP 12:50 Verifying bank details for your clients 13:19 How to make a payment in 13:49 Common mistakes and how to avoid them Catch up on our recent webinar focused on supporting Wealthtime Classic users with 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. Watch to discover: Effective planning for key tax year end deadlines Understanding key ISA subscriptions and reports A comprehensive pension summary Understanding payments Whether you’re new to using the Wealthtime Classic 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. For financial advice professionals only.