End of tax year – time is ticking

02 March 2021
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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

 

2020-2021 Tax year end deadlines

Task

 Friday 19th March 2021
 
 
 
 

Pension and Bond Withdrawals

  • Drawdown

  • UFPLS

  • Small Lump Sum

 Monday 22nd March 2021

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

  Friday 26th March 2021

New account applications
Completed applications & payments*

 Tuesday 30th March 2021

Top ups to existing accounts & Cheques

  • Normal contributions

  • Cash transfers in

  • Direct Debits (ad hoc or regular)

  • Cheques (prior to 12pm)

  2021-2022 New Tax Year

 

 Tuesday 6th April 2021

Note: We cannot accept new applications or contributions and withdrawal requests for 2021-22 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.