Paraplanners – you are almost there! Tax year end is almost upon us and to get you through, Leah Wilkins, Head of Client Services at Parmenion, has a few last minute ideas to tap into.
With just two weeks until 5th April, the final stretch of the tax year can feel like a whirlwind. For advisers and paraplanners, it’s a mix of client conversations, allowance checks, contribution deadlines, and a few unexpected last-minute queries.
Even at this late stage, a few practical approaches can help teams feel more in control and make the final days a little less stressful. Here are some last-minute ideas many teams find useful.
1. Keep priorities in view
With so many tasks on the go, it can help to focus on the actions that matter most.
Many teams start by highlighting clients with unused allowances or decisions that must be made before the deadline, such as ISA contributions, pension top-ups, or capital gains planning.
Even a quick review can flag the areas where timely action really makes a difference. It’s not about doing everything at once – it’s about giving clients space to make considered decisions.
2. Communicate clearly and proactively
Even now, a friendly, proactive message can help prevent last-minute surprises. Short reminders about key allowances or deadlines can make a big difference to clients.
Clear communication reinforces the value advisers bring by keeping clients organised and tax efficient, while reducing the number of reactive requests that land in these final days.
3. Protect time for focused tasks
The last fortnight can amplify even small tasks. Setting aside dedicated blocks of time for processing forms, checking documentation, or reviewing contributions can make the workload feel more manageable.
For paraplanners and support teams in particular, uninterrupted focus allows work to flow efficiently. Many teams find that treating these blocks as “protected time” makes a noticeable difference.
4. Check key details carefully
As we all know, when volumes increase, the risk of small errors rises too. Contribution limits, tax wrappers, and deadlines all need careful attention during this period.
A simple review process – whether a quick internal checklist or a second pair of eyes – can help prevent delays and make sure top ups and withdrawals go through smoothly.
It’s less about perfection and more about catching anything that could cause problems down the line.
5. Look after your team
Tax year end is a team effort. Advisers, paraplanners, and operations staff all contribute to keeping things on track.
Small gestures can make a big difference. Shared lunches, a coffee round, or simply acknowledging the team’s hard work can help maintain morale and energy.
When spirits stay high, teams are more focused and resilient through the final stretch.
Tax year end will always be busy, but even in these last two weeks, a few thoughtful approaches can make a real difference.
And if your team could use an extra boost, here’s an idea. Enter our competition for the chance to win Tax Year End Survival Kits for your team.
Packed with a few little surprises to keep spirits high – these kits are our way of saying thank you for all the hard work you do. Don’t miss out: https://parmenion.co.uk/tax-year-end-hub/tax-year-end-competition/
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