Tax year end support
It’s that time of year again! But don’t worry – everything you need to make tax year end run smoothly is available on our tax year end hub.
Declaration forms
Here you'll find all the declaration forms you'll need for submitting business to us for the current and next tax year.
Our key deadlines
Please note, as Easter is the weekend before the 2023-24 tax year end, the deadline dates will be earlier than normal to allow for the loss of two days for trading and processing.
Tuesday 19 March
Last day to submit a request to set up a regular pension income to commence in the 2023-24 tax year, where a disinvestment is required.
Thursday 21 March
Last day for sells to be submitted to allow time for settlement if arranging pension taxable lump sum in 2023-24.
Friday 22 March
Last day for sells to be submitted to allow time for settlement if arranging an inter-account transfer (General to Pension or General to Isa).
Wednesday 27 March
Last day for receipt of pension taxable lump sum instructions. There must be enough available cash in the account to meet the gross income amount.
Last day to submit a request to set up a regular pension income to commence in the 2023-24 tax year, where cash is available.
Thursday 28 March
Last day to arrange a BACs payment to us, which can take up to three business days to clear.
Wednesday 3 April
Last day to send an application to us for 2023-24 tax year. We recommend sending any applications via secure messaging. If you need to post an application we recommend sending by special delivery to guarantee receipt. We don't accept hand deliveries.
Last day for receipt of inter-account transfer applications where there is enough available cash in the General account.
Last day for pension income for current tax year to be processed.
Thursday 4 April
All pension income instructions processed from today will be classed as 2024-25 tax year.
Friday 5 April
Last day for a CHAPS payment to be sent to us*.
Last day for receipt of a BACs/direct credit payment sent to us*.
Last day for physical receipt of a cheque* and correct complete application documentation.
Last day for all trades to be ordered on the General account for a Bed and Isa application to be classed as a 2023-24 subscription, subject to trading times.
*Please note that where funds have been received, but we haven’t received all the necessary documents to apply funds to the account, they may be applied in the next 2024-25 tax year, however the effective date of the application will be in the 2023-24 tax year.
Disclaimer
We can't accept any responsibility for delays, errors or omissions outside our control that may lead to the Isa application or pension income payments missing the 2023-24 tax year. In case of any delays with deliveries from Royal Mail, we would recommend sending cheques in plenty of time and recorded where possible. Alternatively, monies can be sent via direct credit instead.
Step-by-step guides
Our handy easy step guides give a quick reminder on the key processes you'll need at tax year end. |
Factsheets
Our technical factsheets help you make the most of tax allowances, exemptions and other opportunities for tax-efficient planning |
Efficient business
You don’t need to rely on the post to submit applications and top ups. Our ‘scanned documents’ process lets you send completed paperwork to us via secure messaging and submit payments through electronic bank transfer.
You can also make use of our easy-to-use, paper-free and secure e-signatures capability.
Isa and pension contribution reporting
Trade-on-trade functionality
Our trade-on-trade functionality lets you do simultaneous Bed and Isas – you don’t need to wait for trades to complete, saving you valuable time.
Smoothing out the creases
This guide gives your clients everything they need to know about sending money to us so it gets to the right place at the right time. |
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