Download the 2022/2023 ISA and SIPP Deadlines >
Care is needed to make sure product deadlines are met. To qualify for tax favoured ISAs, all subscriptions must be made via cleared BACS/CHAPS payment or Cheque payment and submitted on time in order to meet HMRC rules.
The tax year ends on Wednesday 5th April 2023. In a nutshell, this means that to be applied to the 2023/23 tax year:
- Cheque payments must be received at our Head Office on or before 1pm on 5th April 2023
- All other payment types must clear into our bank account on or before 5th April 2023
For more information and full details of the other important deadlines, download the 2022/23 ISA and SIPP Deadlines.
Please make sure that all portfolios and expectations have been created before issuing payment to Parmenion. Without a sufficient portfolio and expectation present, the payment will not be applied to the portfolio and will consequently miss the cut off times and dates detailed below.
If you need help creating expectations please contact our Client Services Team on 0117 204 7678 and they’ll be happy to help you.