Tax year end events

Catch up on the live online events we held for more support from our tax and platform experts.

Whether you’re an administrator using the platform on a day-to-day basis or an adviser trying to interpret the latest tax changes, we have support available for you. These events will be streamed live and will be brimming with information and advice to support your tax year end activity.

Online post-budget update with Technical Connection

Following the recent budget our content editor, Natalie Holt, was joined by Tony Wickenden and Claire Trott from Technical Connection to discuss the changes announced and what they mean for advisers and your clients. Watch the recording to catch up on this lively and informative conversation.

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Tax year end online user session

On 23 February, we hosted a special mini online user session to guide you through our tax year end resources and platform processes to help you prepare for this busy period.

We covered our reporting tools, key cut off dates, platform demos of some key processes, hints and tips on how to ensure smooth submissions as well as answering your tax year end questions.

The session was recorded and is now available to watch.

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For adviser use only

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Nucleus Financial Services Limited is authorised and regulated by the Financial Conduct Authority, is registered in England with company number 05629686 and has its registered office at Elder House, St Georges Business Park, Brooklands Road, Weybridge, Surrey KT13 0TS. Please note that telephone calls may be recorded in order to monitor the quality of our customer service and for training purposes.