Tax Year End
For subscriptions or contributions to be allocated during the 2022/2023 tax year, the following deadlines are applied:
- All cheques and electronic BACS payments can be received no later than Friday 31st March
- Electronic Faster Payments can be received no later than midday on Tuesday 4th April
- Bed & ISAs must be instructed by 24th March, to account for disinvestment and switching
YOUR DNA.
OUR DNA
THE PERFECT
COMBINATION
FOR CLIENT
FOR ADVISER
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THE DIGITAL INVESTMENT PLATFORM DEVELOPED FOR YOU AND YOUR CLIENTS
Value
Institutional Pricing
Choice
In addition to our ACUMEN range there are over 5,000 OEICs and Unit Trusts available across ISA, GIA and SIPP wrappers. Combined with various Tavistock model portfolios and individual ETFs, almost every client requirement can be catered for.
Whole of Market
Simplicity
Go paperless – 24/7 comprehensive digital reporting suite for both you and your client. Export PDF documents instantly for client reviews and allow the client to track investment performance online or via mobile.
Proprietary Technology
Discover how much your clients could save
Enter values:
investment amount
current platform fee (%)
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“People talk about this being an uncertain time. You know, all time is uncertain.
It was uncertain back in 2007, we just didn’t know it was uncertain.
It was uncertain on September 10th, 2001.
It was uncertain on October 18th, 1987, you just didn’t know it.”
Warren Buffett
PROVIDING PRODUCTS AND SOLUTIONS TO SUIT ALL NEEDS
TAVISTOCK ISA
A flexible stocks and shares ISA or Junior ISA, with all the standard tax benefits and contribution limits. The ISA is available from 10bps or less.
TAVISTOCK GIA
One product wrapper allowing unlimited contributions. As with the ISA, a clear pricing structure costing 10bps or less, and no minimum requirements.
TAVISTOCK SIPP
A fully integrated SIPP with digital illustrations at the click of a button. £60+VAT per annum when in accumulation.
How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT