You have until 5 April to take advantage of the tax savings opportunities for the 2017/2018 tax year.
If you don’t already have a Stocks and Shares Individual Savings Account (ISA) elsewhere for this tax year, here’s just a few reasons why you should consider opening one with us:
Should you wish to top up an existing account with us, here’s some important dates to keep in mind:
|Action||Cut off dates|
|Open a new Stocks & Shares ISA or SIPP||3 April 2018 (post) and 12 midnight on 5 April 2018 (online)|
|If you would like to move cash from your Investment Dealing Account (IDA) to your Individual Savings Account (ISA)||12 noon on 4 April 2018|
|If you want to sell investments from your Investment Dealing Account (IDA) to your Individual Savings Account (ISA)||29 March 2018 for Equities
21 March 2018 for Funds
|Top up any account by cheque||Cheque needs to be received by 12 noon on 4 April 2018|
|Top up any account by bank transfer||Cleared funds in our bank account by 6pm on 4 April 2018|
|Top up any account by debit card||5 April 2018 (5pm by telephone or 12 midnight online)|
For infromation on the fees you will pay for these transactions, please see our Charges Guide.
Whichever option you chose, your payment secures your allowance so long as cleared funds are in your account by midnight on 5 April. You can then go back at your convenience to choose and buy investments. Your money will be held as cash until you do give us your investment instructions.
If you have questions or would like to speak with us about topping up or opening an account with us, get in touch today.
Call: 01382 573737
Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.