Tag Archives: Tax Year End

Help is at hand this tax year end

Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.

It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.

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The Wrapper Selector Tool has been updated

The Wrapper Selector Tool was designed to help you receive the best tax return for your individual client’s circumstances, by demonstrating which tax wrapper best achieves this.

As ever, a new tax year brings about new changes and Cofunds is here to make things a little easier for you.

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Consolidated Tax Summaries online and mailed from 26th April

This year you’ll be able to see your clients Consolidated Tax Summary online from 25th April. This summary will cover all their investments held through the Cofunds platform and will be posted to your clients as well.

It’s a really useful summary that includes your client’s Tax Voucher and/or certificate of deduction of tax, which sets out all interest and dividend payments made to them during the 2010/2011 tax year.
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Illustrations available for the new ISA allowance

The ISA application form for tax year 11/12 is now live on our website. And, from the beginning of March you’ll be able to create illustrations taking into account the new ISA limit which will increase to £10,680 from 6 April 2011.

Make sure you take a look at the Tax Year End web page in the run up to 5 April. You’ll find lots of useful documents and helpful information that will help to make this busy time of year as easy as possible.

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Tax Year End countdown – Where’s your nearest collection point?

With the Tax Year End looming, and the ISA season being one of the busiest times of the year, we’re doing everything we can to support you with your preparations.

Along with the NEW Tax Year End support kit, we will be on the road providing 15 national collection points to help you with those last minute ISA applications.

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