Happy New Tax Year!!
After a frenetic final couple of weeks we can happily say goodbye to the 2017/18 tax year and welcome to 2018/19!
The pressure of deadlines to complete your old tax year activity is now over, but why not get your contributions in early this tax year so you can reap the benefits throughout the full year.
If you wish to make an ISA contribution with us this tax year but you did not make a contribution with us last tax year you will need to provide us with a signed 2018/19 ISA application form, which are available from the link on the left. If you are a new client to us you will also need to provide identity documentation as detailed on the application form.
The ISA contribution limit remains at £20,000 for tax year 2018/19.There is also a Junior ISA 2018/19 allowance of £4,260 which can be used for the under 18s. If you wish to open a Junior ISA with us there is a link to the required form on the left. Full details of the Junior ISA product, which we can discretionary manage for you or you can operate on an execution only basis, is available from the JISAs tab above.
If you have a child Trust Fund with us there is also a £4,260 allowance this tax year.
You can also make new tax year contributions to a SIPP. There is now an easy way of making direct contributions to your Pilling SIPP directly from your bank account. Please ask for details if you have an existing SIPP with us. Full details of our SIPP product and forms to open a SIPP are available from the SIPPs tab above.
Please contact us for any guidance or with any questions by telephoning our admin team on 0161 8194850 or by email at firstname.lastname@example.org