End of tax year – time is ticking

05 March 2020
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Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.

 

Sanlam tax year end cut off dates

 

2019-2020 Tax year end deadlines

Task

 20th March 2020
 
 
 
 

Pension and Bond Withdrawals

  • Drawdown

  • UFPLS

  • Small Lump Sum

 25th March 2020

Any withdrawals or trading requests from GIA or ISAs (excluding SPW – where there is no limitation).

  • Selling of assets

  • Buying of assets

  • Fund switches

  • Bed & ISA requests

 30th March 2020

New account applications
Completed applications & payments*

 3rd April 2020

Top ups to existing accounts & Cheques

  • Normal contributions

  • Cash transfers in

  • Direct Debits (ad hoc or regular)

  • Cheques (prior to 12pm)

 2020-2021 New Tax Year

 

 6th April 2020

Monday 6th April Note: We cannot accept new applications or contributions and withdrawal requests for 2020-21 tax year before this date.

* That are subsequently honoured

 

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The value of investments and any income from them can fall and you may get back less than you invested.