Tax Year End 5th April 2019 is fast approaching..

With that in mind here’s a timely reminder that in order to utilise your 2018/19 ISA subscription you will need to make a contribution no later than Friday 5th April 2019. You can achieve this by sending us a cheque, making a payment into our bank account or sending us personal shareholdings to move into your ISA.

If this will be your first ISA subscription to us this tax year and you did not contribute to your Pilling ISA last tax year we will also require an ISA 2018/19 application form from you. You can download one from the link to the left of this article.

The ISA subscription limit is £20,000 for both the current tax year (up to 5th April) and for the 2019/20 tax year which starts on 6th April 2019. If you are not subscribing to your Pilling ISA this tax year but want to contribute after 6th April you will need to complete a 2019/20 ISA application form which can be downloaded here.

For Junior ISA and Child Trust Funds, the subscription limit this tax year is £4,260 and increases to £4,368 from 6th April 2019 for the 2019/20 tax year. If you have existing accounts you can simply forward cheques or bank payments for further subscriptions. If you want to take out a new Junior ISA for someone under 18 we will also require a Junior ISA application form which you can download from the link to the left of this article.

If you have an existing Pilling SIPP and want to contribute before the end of this tax year please contact us no later than Friday 29th March and we will provide the necessary bank details to use for this purpose.

Our admin team will be happy to help with guidance on these or any other issues. Please call on 0161 8194850 or email isa@pilling.co.uk