With a new tax year underway and recent Budget changes to contend with, it’s important to stay on top of which platforms offer what when it comes tax planning.

In this video, Abbey and Terry take you through how to run platform comparisons in Analyser with the start of the tax year in mind.

They cover things like using Analyser to:

- Understand wrapper availability

- Assess capital gains tax reporting

- Assess pension income tools and reporting

Once you’ve set up the comparisons you want to run, it’s easy to reuse these and apply them to your platform panel or across the whole market. And if you want to look up info for individual platforms you can use Analyser to do that too.

Terry and Abbey also run through the Consumer Duty data we hold in Analyser already and what’s coming, and how to compare platform cash rates.

For more how to guides, see Refreshing your due diligence: The how and the when