Tax Year End: Key ISA Deadlines

If you have any questions regarding deadlines for Tax Year End, please call us on 020 3195 3500 and one of our Business Development team will be happy to help.

Key dates for your diary

Stellar-AiM

Key dates for your diary

Investing in Stellar AiM ISA

■     TODAY: Friday, 27th March 2020: Bed & ISA investment deadline

■     Tuesday, 31st March 2020: Deadline for all new ISA applications

■     Friday, 3rd April 2020 (by 10AM): ISA subscription & ISA top up deadline

For cleared funds to be received prior to tax year end deadline, we recommend:

■     Electronic payments: Ensuring that cleared funds are received on or before Wednesday, 1st April 2020

Key Information
■     The overall ISA subscription limit for 2019/2020 is £20,000 for eligible Investors.

■     Any cash withdrawn from the Flexible ISA will need to be returned before the new tax year in order to fully utilise the allowance for 2019/2020.

Read more

Stellar-AiM

 

Investing in Stellar AiM ISA via platform

On Standard Life Wrap

■     Thursday, 26th March 2020: Deadline for all BACS payments

■     Thursday, 2nd April 2020: Deadline for all CHAPS payments

■     Friday, 3rd April 2020: All cheques to be cleared by this deadline

■     Sunday, 5th April 2020: Deadline for all payments made via direct debit

Invest on Standard Life

 

On Transact

■     Friday, 3rd April 2020: Bed & ISA investment deadline

■     Friday, 3rd April 2020: Deadline for all payments made via bank transfer

■     Sunday, 5th April 2020: Cash investment deadline for money already on Transact

Invest on Transact

Updates to our application process

If you are speaking to clients about making the most of their annual ISA allowance, then it is important you take a note of the number of deadlines approaching in the next two weeks.

By considering an investment in the Stellar AiM Inheritance Tax (IHT) Service, you can help your clients unlock the tax benefits of an ISA that is fully IHT efficient, whilst retaining full control of their capital.

**Given the recent COVID-19 outbreak, scanned copies of applications are to be accepted during this period only, given they have been certified by a regulated person e.g. financial adviser.**

 

 

Completing our Application Forms: A Visual Guide

Not sure which forms need to be completed and submitted before Tax Year End? To help, we’ve created an application form decision tree to use as an investment guide for our Stellar AiM Inheritance Tax Service.

Download our guide