Tax year end deadlines

Tax year end is upon us and so you can get organised, please see a breakdown of upcoming deadlines and our extended opening times.

Tax year end deadlines

Please find our ISA deadlines below:

  • Investment fund to ISA: 25 March
  • Paper-based (with cheque): 4 April
  • Bank transfer: 4 April 
  • Junior ISA (cheque only): 4 April
  • By telephone (with debit card): 5 April by 11pm
  • Online (with debit card): 5 April by 11pm

You can find ISA and JISA application forms here.

The 2023/2024 allowances:

  • £20,000 for ISAs
  • £9,000 for Junior ISAs

The deadline for the Cofunds Pension Account or Aegon SIPP are much earlier than the deadlines listed about. If you would like to make a pension contribution, please call us on 020 7384 7300 for more details.  

Unsure where to invest? 

You might like to consider the VT Chelsea Managed funds, or alternatively, why not re-visit our most recent Viewpoint magazine

Cash Reserve

If you're not quite sure where to invest but still want to use your ISA allowance, don't forget that we have a Cash Reserve available for investors.

Click here to log into your account or call us on 020 7384 7300.