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Wrap tax year end hub

Your total tax year end support. All in one place.

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Support from our platform consultants

In this series of webinars, our platform consultants will guide you through how Wrap can support your tax year end planning. Register below to watch live or later on-demand.

abrdn adviser webinar

22 Jan - Tax Year End on Wrap - Planning hints and tips

Enhance your TYE planning on Wrap. Barny and Emma will provide helpful insights on calculating ISA allowances, creating detailed client reports and utilising Personal Portfolios and international bonds.

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19 Feb - Tax Year End on Wrap - Processing hints and tips

Master key tax year end processes on Wrap. Join Andrew and Nathan as they discuss Personal Portfolio to ISA instructions, CGT planning and efficient asset transfers.

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22 Mar - Tax Year End on Wrap - Withdrawals hints and tips

James and Kate will explore how to navigate SIPP, ISA and Personal Portfolio withdrawal processes on Wrap, so you can meet your clients' income requirements with ease.

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Making the most of Wrap at tax year end

Wrap's comprehensive suite of tax wrappers, pre-funding capability and sophisticated tools can help you create impactful strategies.

Useful ISA allowance firm and client level reports

  • Multiple ISA subscription reporting
    View multiple clients subscriptions on Wrap by navigating to Business Management > Menu > Adviser Reports > ISA Subscriptions Report.
  • Individual client ISA subscription reporting
    Quickly see your client’s ISA allowances in the product tile of their account, or by navigating to the summary page at ISA Stocks & Shares > Payment in > View all ISA Subscriptions.

Wrap deadlines

All our deadline dates on Wrap plus bank account and payment information.

Wrap deadline dates

ISA and pension considerations

  • One-stop Bed and ISA tool with the ability to process up to 23:59 on 5 April
    Find out more in our Personal Portfolio to ISA transfer guide.
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    Easy Bed and Pension transfer process

    Transfer holdings from Personal Portfolio to pension in two easy steps:

    1. Sell in your Personal Portfolio, Await settlement to cash.
    2. Single payment into pension, with the payment method from Cash Account. Complete the wizard as normal, with any adviser charging requirements and investment choice.

Wrap login

Login to your Wrap platform to access your TYE reports and processes.

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CGT planning

  • Maximise the use of CGT allowances with our Capital Gains Scenario Tool
    Our Capital Gains Scenario Tool displays all your clients' current holdings, including Managed Portfolios, within their Personal Portfolio account, allowing you to understand their potential capital gains position.

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Key guides and documents

  • International bond, fully integrated on Wrap

    Wrap’s International Portfolio Bond (IPB) can offer flexibility for tax planning. With investment returns benefitting from gross roll up, you can control when tax may be payable, with potentially no tax to pay on income and gains.


    Watch our on-demand International Portfolio Bond webinar to find out more.


  • Comprehensive trust options

    Holding a bond in trust can help with wealth protection and inheritance tax planning. We offer a range of trust options including Gift Plan, Loan Plan and Discounted Gift Plan, which can be facilitated via our Personal Portfolio, International Portfolio Bond and onshore bond.


    Watch our on-demand trust planning webinar to find out more.


  • Active cash management made easy with cash solutions
    We offer a wide range of cash deposits at competitive rates, fully integrated on Wrap.

  • No platform charges for Wrap account holders when opening a JISA
    Find out more and apply online for our Junior ISA.

View Wrap deadline dates and payment information

Wrap deadlines

All our deadline dates on Wrap plus bank account and payment information.

Wrap deadline dates

Wrap login

Login to your Wrap platform to access your TYE reports and processes.

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Key guides and documents

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.

abrdn advisers

The future of IHT planning using AIM

02 12 2024. Explore the latest insights on inheritance tax planning with AIM shares, and stay ahead of the upcoming changes in business relief.

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Pensions and IHT - what it means for advice

18 12 2024. Discover how the new IHT rules on pension death benefits could impact wealth transfer strategies, and what steps you can take to mitigate the burden for clients.

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Bringing pensions into the IHT net

15 11 2024. Learn how the upcoming changes in April 2027, will impact inheritance tax planning, including the inclusion of unused pensions and death benefits with the IHT net.

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Our postal address

For any cheques or general post:
abrdn 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

Contact us

For all other queries, check our phone and email details here:

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