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Elevate update

13 February 2020

End of tax year arrangements

We have all the key dates and information you need in the run up to 5 April 2020.



Key cut off dates and payment details

There are a number of important dates that you need to be aware of leading up to the end of the tax year 2019/2020. Please ensure that all relevant business is completed by the cut off dates specified in the relevant documents below.

TYE cut off dates for Standard Life Elevate

TYE cut off dates for Standard Life Wrap and Fundzone


Tax year end quick guides

These guides give you everything you need in the run up to tax year end. To get answers for your queries or to gain access to key documents, click the links below.

Tax Year End: Quick Guide - Elevate


Tax year end videos

Watch our short videos which provide some practical tips on how to maximise your client’s tax allowances in the run up to tax year end.


Optimal tax planning in retirement

This video gives a recap of the main allowances and some tips on how to use them effectively to deliver tax-efficient income:

Optimal tax planning in retirement 


Effective tax planning with pension contributions

In our video we explain how an individual can reduce their tax bills by making a pension contribution, including  some worked examples to highlight the possible tax savings.

Effective tax planning with pension contributions 


Business owners - tax-efficient profit extraction

This video considers the different options for business owners looking to extract profits from their business and we crunch the number to demonstrate the most tax efficient strategies.

Business owners - tax efficient profit extraction


CGT Planning - making the most of the annual exemption

Our final video highlights the benefits of using CGT annual allowance each tax year and offers some practical ways to avoid being caught by the share matching rules.

Making the most of the annual exemption