6 March 2023 – With the end of the tax year fast approaching, investors who have not already made the most of their tax allowances may like to know the deadlines for investments via Chelsea Financial Services.
They are as follows:
Investment fund to ISA: 27 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 1pm
Online (with debit card): 5 April by 1pm
The 2022/2023 allowances are £20,000 for ISAs and £9,000 for Junior ISAs.
If you are unsure where to invest this year, you could take inspiration from the latest edition of the Chelsea Viewpoint magazine, the Chelsea Selection list of funds, or our ideas for this ISA season.
Investors looking for a more complete investment solution might like to consider one of the four award-winning funds designed by the Chelsea in-house research team.
The VT Chelsea Managed Fund range was launched to offer Chelsea’s clients a one-stop shop to invest as well as giving them access to the Chelsea research team’s most up-to-date investment views and fund preferences.
Valu-Trac Investment Management Limited is the authorised corporate director (ACD) and investment manager of the VT Chelsea Managed Funds. Valu-Trac is authorised and regulated by the Financial Conduct Authority (FCA). Valu-Trac’s FCA registration is 145168. Chelsea Portfolio Management Services Limited will be the investment adviser for the VT Chelsea Managed Funds.