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Tax year end deadlines

 

In order to allow sufficient time for applications to be processed before the end of the 2017/2018 tax year, Curtis Banks must have received the relevant forms and enclosures by the following dates:


Deadline
Contributions:
Cheques for new and existing investors1 5th April
Direct debit instructions for regular contributions for new and existing investors 20th March
Drawdown:  
Transfers for immediate drawdown for new and existing investors2
6th March
Designating funds to drawdown for existing investors 5th April
Income payments:  
Income instructions3 13th March

 

1) All cheques must be accompanied by the appropriate forms and must subsequently clear.

2) You should be aware that even if the relevant forms and enclosures are submitted by the above dates, this does not guarantee that any transfers requested will be received by us before the end of the 2017/18 tax year. If the transfers are not received before 5 April 2018, then going into drawdown in the 2017/18 tax year will not be an option for your client.

3) You must ensure there are sufficient cleared monies in your SIPP by the deadline.

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