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Guide to tax year end

Power up your advice in times of uncertainty.

We know how busy you are at tax year end, so we’ve created a resources hub to make your life a little bit easier.

Whether you want to complete key tax year tasks, learn the latest from our technical experts or access our client toolkit, you'll find everything you need to power up your advice and support your tax year conversations in times of uncertainty.

How would you like to help your client?

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Tax year end planning resources

Expert views and CPD

Gain CPD from our webinar and get answers to your common tax year questions.

Watch our webinar  

Tools and support

Our specialist tools can help you deliver cost-effective services to your clients.

Planning tools  

Key dates and useful information

Find out the key dates and deadlines for the 2022/23 tax year.

Access key dates  

Hit the ProfitShare deadline

While we can’t guarantee that we can award ProfitShare every year, if your clients make a single contribution or a transfer into their existing Royal London plan before 6pm on Thursday 30 March 2023, we'll include this in the calculations for any ProfitShare that may be awarded in 2023.

To qualify for an award in 2023, the plan must have been in force on or before 30 December 2022.