Tax year end support

It's that time of the year again! But don't worry - everything you need to make tax year end run smoothly is right here.

Tax year end has never been easier

We've made a number of enhancements to the platform this year, which means a huge reduction in paperwork, and fewer requests for client signatures. This will help you to process business a lot more easily.

You can find out more about our platform enhancements on the 'What's new?' page. You'll also 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. Just follow the links below.

What's new?

We’ve introduced some great new enhancements this year that make life much easier.

Key dates and deadlines

Our handy timeline will ensure you don't miss any of the key dates this tax year.

Platform support

From step-by-step guides to video walk-throughs, this page will give you all the help you need.

Technical support

This is where you'll find how to make the most of the opportunities for tax-efficient planning.

A guide for clients

If money is sent too early or without being correctly referenced, there could be a delay in applying funds to your client's Nucleus account. Or we may have to return your client's funds. So please send this guide onto them! It gives them everything they need to know about how to send money to us so it gets to the right place at the right time.

Get in touch

Don't hesitate to get in touch with your dedicated CRM if you want to find out more details on the information above.

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 and Wales with company number 05629686 and has its registered office at Dunn’s House, St.Paul’s Road, Salisbury, SP2 7BF. Please note that telephone calls may be recorded in order to monitor the quality of our customer service and for training purposes.