Important: Our tax year-end deadlines 2024/25

To help you meet all the important deadlines, we've outlined the key dates for ISA and pension contributions, account openings, pension withdrawals, and Bed & ISA transfers. Note: The end of the 2024/25 tax year - 5 April 2025 - is a Saturday.

Making payments/Contributions

• ISA or pension payments must be received by close of business on Thursday 3 April 2025

• If you're paying by cheque, we need to receive it by Monday 31 March 2025, as cheques take up to five working days to clear

• Remember to let us know you're making a payment by adding it as an expected deposit on our platform by Thursday 3 April 2025

New customers

• Sign up by Wednesday 2 April 2025 to make contributions for this tax year

• Once set up, clients will receive their welcome pack with their account details

• This gives clients time to make payments before the Thursday 3 April 2025 deadline

Pension withdrawals

• Submit completed retirement request forms by Tuesday 1 April 2025

• Make sure clients have enough cleared funds in their account

• Please remember that bank account details must be verified before we can process the request

Bed & ISA

• Submit online no later than Wednesday 2 April 2025

• We can transfer up to 90% of the GIA value (maximum £20,000)

• For larger transfers (over 90%), submit your request by Monday 31 March 2025 to give enough time for selling investments and moving the money.

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