End of tax year – time is ticking

05 March 2019
tags

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

 

2018-2019 Tax year end deadlines

Task

22 March
 
 
 
 

SIPP, Pension and Bond Withdrawals

  • Drawdown

  • Portal Drawdown

  • UFPLS

  • Small Lump Sum

28 March

Any withdrawals from GIA or ISA
All trading requests

  • Selling of assets

  • Buying of assets

  • Fund switches

1 April 2019

New account applications – completed applications & payments*

5 April

Top ups to existing accounts & Cheques

  • Normal contributions

  • Cash transfers in

  • Direct Debits (ad hoc or regular)

  • Cheques (prior to 12pm)

2019-2020 New Tax Year

 

8 April 2019 - Monday

Note: We cannot accept new applications or contributions and withdrawal requests for 2019-20 tax year before this date.

 

* That are subsequently honoured

Next
06 March 2019
End of tax year planning
Previous
04 March 2019
Market Outlook: March
This section of our website is intended for use by Professional Financial Advisers only. If you are a Professional Financial Adviser, please click CONFIRM to continue.

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

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