TAX YEAR END 2019/20

Industry news, research and expert opinion

SERVICING DEADLINES

NEW BUSINESS – PLANNING

If your clients are topping up their pension pot, we need all new business requirements and funds by the close of business on Friday 3rd April.

Any outstanding requirements will mean that payments cannot be allocated within the 2019/20 tax year.

 

NEW BUSINESS – INCOME

If your clients are taking an income from their pension pot, we need all new business requirements and funds in the control account by the close of business on Friday 3rd April.

Any outstanding requirements will mean that income taken cannot be allocated to the 2019/20 tax year.

 

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This information is for UK Financial Adviser use only and should not be distributed to or relied upon by any other person.

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