Tax year-end deadlines 2025/26

To help you meet those all-important tax year-end deadlines, below are the key dates for ISA and pension contributions, account openings, pension withdrawals, and Bed & ISA transfers.

Making payments/Contributions

• ISA or pension payments must be received by close of business on 1 April 2026.

• If you're paying by cheque, we need to receive it by 27 March 2026 (cheques can take up to five working days to clear).

• Remember to let us know you're making a payment by adding it as an expected deposit on our platform by 1 April 2026.

New customers

• Sign up by 31 March 2026 to make contributions for this tax year

• Once fully set up, clients will receive their welcome pack with their account details

• This gives clients time to make payments before the 1 April 2026 deadline

Pension withdrawals

• Submit the completed retirement request by 31 March 2026

• Make sure clients have enough cleared funds in their account

• A reminder that bank account details must be verified before we can process the request

Bed & ISA

• Submit online no later than 31 March 2026

• We can transfer up to 90% of the GIA value (maximum £20,000)

• For transfers over 90% of the value of the GIA, and for transfers from Joint GIAs, submit your request by 27 March 2026 to give enough time for selling investments and moving the money.

---