Pension and Investment Provider Tax Year End Deadlines Are Already Here

Published / Last Updated on 14/03/2024

This is our last warning for you all to get any tax year end planning opportunities, investments and pension contributions done this weekend.

Financial and Tax Planning Advice:  We are already at capacity until 5th April for helping any new client with in-depth tax planning calculations and decisions on Annual Allowance, Carry Forward calculations, Lifetime Allowance (LTA), new Lump Sum Allowance (LSA) and Lump Sum Death Benefit Allowance (LSDBA) calculations.

Pensions and Investments Provider Deadlines

Many pension and investment firms have already closed off their deadlines for accepting pensions and investment e.g., ISA contributions before tax year end for new clients and some even for existing clients.

Some firms have suggested 15 March (Friday as a deadline), others have set next week as their final cut-off for accepting new money or applications for both new and existing clients.

If you have plans to make pension or investment contributions before 6th April, you need to decide and take action next week and definitely by 22nd March to try and ensure things are processed before 6th April.

Don’t Forget Easter:  The Easter weekend is Friday 29th March through to Monday 1st April.  Many financial firm employees take a vacation of a week or even two weeks at Easter, so you need to take last minute action now.

Our Office Hours over Easter:  Our offices close at 5pm on Wednesday 27th March and re-open at 8am Thursday 4th April 2024.  If you have not spoken with us or agreed action by Friday 22nd March, then we will not be able to help you.

Tomorrow we will publish a Tax Year End 5th April 2024 Planning Checklist to prompt you.  See: Tax Year End Checklist

Use this weekend as your final tax planning weekend for tax year 2023/24.

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