Tax year end
Maximise the opportunity to generate business with our technical know-how and support material.
For intermediaries only
We can help you make this a successful ISA season
Use our simple four-step process to run an ISA campaign – the application process on Aegon Retirement Choices (ARC) is online and signatureless, making it easy for you and your clients.
Things to note
Make sure your clients don't miss out - take a look at our Platform tax year end 2017/18 timelines guide(Opens new window).
The flexible ISA subscription rules introduced on 6 April 2016 don't apply to the Aegon Stocks and Shares ISA.
Re-registering an ISA can take around 6-8 weeks. This is a guide only, in exceptional circumstances it could take longer.
Tax year end opportunities
Have you considered all the advice points available? Make sure your clients make the most of the annual allowance for the current tax year and any available carry forward allowance, together with their other tax allowances and exemptions.
Our technical articles highlight the opportunities available to generate revenue in the run up to tax year end:
Coming soon - tax year end opportunities webinar. Our technical experts will summarise the key advice points available.
Use Report Zone to find out if your clients are nearing their annual allowance limits.
CGT reporting tool
Use our CGT reporting tool to manage your client’s CGT liabilities and make the most of their 2017/18 tax allowances.
Our platform gives access to an ISA, a SIPP and a GIA - giving your clients the opportunity to diversify their portfolio. And remember, if your client's total Aegon platform portfolio is over £250,000, then there's no charge on the assets over this.
Take a look at our consolidation toolkit to see some of the main benefits and reasons why you may want to consolidate your clients' assets onto ARC.Consolidation toolkit
If you have any questions or need help, please speak to your usual Aegon contact.
03456 801 234
Monday to Friday, 8:30am to 5:30pm