Wrap tax year end hub
Your total tax year end support. All in one place.
Tax year end is complex. We’re here to help make it simpler.
This hub brings everything on Wrap into one place, so you can move quickly and confidently. From key dates and deadline cut offs to webinars, tools and guides, you’ll find what you need to plan, act and keep clients on track – right through to 5 April and beyond.
Support from our platform consultants
To support you and your clients through a smooth and efficient tax year end, we’re pleased to invite you to our two part Preparing for Tax Year End 2026 webinar series. These sessions are ideal for advisers, paraplanners and operations teams who manage client activity leading up to TYE. Register below or watch later on-demand.
25 February – Managing contributions and transfers
Join Andrew and Cory for a quick overview of the key funding workflows and tools you’ll need to prepare client accounts ahead of tax year end. They’ll cover essential pre work, making top ups across our products, moving money between accounts and setting up bank details - all in one practical session.
11 March – Payments out and platform updates
Join Andrew and Cory as they walk you through managing withdrawals ahead of tax year end, and highlight the key platform changes arriving for 2026. This session covers everything from CGT pre work and payments out across products to updates on PP/ISA withdrawals, SIPP income and Consolidated Tax Certificate timelines.
Making the most of Wrap at tax year end
Wrap’s comprehensive suite of tax wrappers and pre-funding capability can help you create impactful strategies. Remember, the value of investments and the income from them can go down as well as up and an investor may get back less than the amount invested.
Unlock opportunities with our technical insights
Our technical experts turn complex tax regulation into clear, actionable insights, helping you deliver effective tax year end planning.
10 reasons to boost pension pots before April 2026
David Downie discusses ten reasons to boost pension pots before April 2026, covering allowances, tax relief, carry forward and key year‑end planning opportunities.
Capital gains tax - 10 points to consider for tax year end planning
David Downie discusses 10 key capital gains tax considerations for year‑end planning, including allowances, losses, share matching rules and common CGT traps.
Techzone Webinar: Mastering pension consolidation
Cut through pension consolidation complexity with expert Tony Davies. Learn the key drivers, risks and compliance essentials for effective DC‑to‑DC transfers.
Key guides and documents
Our postal address
For any cheques or general post, please send to:
Aberdeen Client Servicing
Sunderland
SR43 4EE
International Bond address
For Declaration of Residence for
International Bond forms, please send to:
Standard Life International Scanning Unit
30 Lothian Road
EDINBURGH
EH1 2DH
Risk warning
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.