Download the 2024/2025 ISA and SIPP Deadlines Guide
As the last working day of the tax year approaches on Friday 4th April 2025, it's crucial to meet all deadlines to make sure your clients' payments qualify for the tax year.
Here's what you need to know:
- Cheque payments must be received at our Head Office on or before 1pm on 4th April 2025
- BACS/CHAPS/Faster payments must clear into our bank account on or before 4th April 2025
To avoid delays, make sure all payments are submitted on time and in line with HMRC rules.
Helpful tips:
- Before making payments to Parmenion, double check that all portfolios and expectations are set up. Payments can't be applied without these, risking missed deadlines.
- For full details of this year's ISA and SIPP deadlines, download our handy 2024/25 ISA and SIPP Deadlines Guide.
Need help?
Our Client Services team is here to help! So, if you have questions or need help setting up expectations, feel free to live chat with us or give us a call on 0117 204 7678.
Let's work together to meet the deadline smoothly!
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.
