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Give your clients a little extra 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 support your tax year conversations and give your clients a little bit extra 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  

Workplace pensions support

See what we're sharing with employers to help them engage their employees with their pension, and drive action, at tax year end.

Employer support  

One-off taxable income payment form

For clients who have taken a one-off income payment from their Pension Portfolio (with Income Release) before, and their bank details remain the same.

Find out more  

Hit the ProfitShare deadline

Any new money your clients pay into an existing Royal London plan before 6pm on Thursday 30 March 2023, will be included in our calculations for their 2023 ProfitShare award. To qualify for an award in 2023, the plan must have been in force on or before 30 December 2022.