Tax Year End Guidelines 2021

Tax Year End Guidelines 2021

With Tax Year End fast approaching, please read the following details for deadlines relating to different application and payment types. This will help to ensure that investments can be processed as efficiently as possible and that valid applications are received and processed in time for the end of the tax year.

Please be aware that we had previously communicated that the April Regular Investment collection will occur in the 2021/22 tax year due to the timing of the Easter bank holidays. However, we can now confirm that the final collection for the 2020/2021 tax year will be taken on 2 April. The first collection of the 2021/2022 will be 2 May.



Tax Year 2020/21 investments only


Dual Year 2020/21 and 2021/22 investments


Trading process reminder for selling down for internal transfer