Tax year end support

Help your clients use their tax allowances efficiently by taking advantage of our comprehensive support, from simplifying complex tax issues to placing business easily on our platform.

Tax year end happens at Easter this year – the clock is ticking. Here's everything you need to know to get ahead for tax year end. You'll find details of all the key dates and deadlines, plus links to plenty of resources such as factsheets, step-by-step guides and how-to videos.

Key dates and dealines

Make sure you don't miss any of the key dates this tax year end.

Platform support

Check out our useful guides on how to use the platform to key new business and top ups.

Technical support

We've pulled together some handy hints and tips to help you navigate the website and tax year end more effectively.


We're hosting a number of different events over tax year end. Find out more and register now.

Budget 2021

The budget happens on 3 March and we’ll provide full details here. There’s talk of tax changes for capital gains, if not this tax year then the next so make sure your clients are making full use of their allowances this year. We’ve got a great capital gains tool to help you optimise your client’s tax position.

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.