Keep a hold of your money

Don’t pay more in taxes than you need to

Act now to make the most of your tax allowances

The more you save in tax, the more money you’ll have available to invest for your future. So with the April 5th tax deadline fast approaching, don’t miss out on the tax saving opportunities open to you.

Your tax allowances for the 2018/2019 tax year

Your valuable tax allowances include:

For more information on other eligible allowances for this tax year, read our latest Tax Tables.


View Tax Tables

Days until tax year end

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We can’t give you financial advice.

Laws and tax rules may change in the future without notice. This information takes no account of your personal circumstances which may have an impact on tax treatment.

Why invest with Alliance Trust Savings?

Charges Guide

FAIRNESS

Flat Account fees that don’t grow if your investments grow.

Charges Guide

SIMPLICITY

Easy to do business. 24/7 online access or speak to us on the phone if you prefer.

Charges Guide

CLARITY

Understandable, straight-talking communications. Helpful research and planning tools.

Charges Guide

CHOICE

A range of Account types to meet your needs and over 4,000 investments to choose from.

Key dates to keep in mind

What you want to do When you will need to do it by
Open a new Stocks & Shares ISA or SIPP Online applications by 12 midnight 5 April 2019
Postal applications received by close of business on 4 April 2019
If you would like to move cash from your Investment Dealing Account (IDA) to your ISA Telephone instructions by 2pm 5 April 2019
Postal instructions by close of business 4 April 2019
If you want to sell investments from your IDA to your ISA Close of business 29 March 2019 funds and shares.
Top up any Account by cheque Cheque needs to be received by 12 noon on 4 April 2019
Top up any Account online by bank transfer Cleared funds in our bank account by 5pm on 4 April 2019
Top up any Account online by debit card Online by 12 midnight on 5 April 2019
Telephone by 5pm on 5 April 2019
SIPP drawdown payment request – UPFLS (Uncrystallised Pension Funds Lump Sum) Close of business 20 March 2019

For information on the fees you will pay for these transactions, please see our Charges Guide.

START SAVING TODAY

Open an Account

Open a Stocks & Shares ISA or SIPP online
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Open a Stocks & Shares ISA or SIPP by post
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Top up an Account

Top up using your debit card online
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Top up by post
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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 with it. Your money will be held as cash until you give us your investment instructions.

USEFUL FORMS AND DOCUMENTS

Taking Stock

ISA Top Up
Application Form

Download now
Taking Stock

ISA
Application Form

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Taking Stock

ISA
Key Facts

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Taking Stock

SIPP
Instruction Form

Download now
Taking Stock

SIPP
Ket Facts

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Taking Stock

2019/2020
Tax Tables

Download now

NEED HELP?

If you have questions or would like to speak with us about topping up or opening an Account, get in touch today by calling 01382 573737, or by emailing contact@alliancetrustsavings.co.uk.

Lines open 8am to 5pm Monday to Friday. Calls may be recorded for training and monitoring purposes.


Open a Stocks & Shares ISA between 5 March to 5 April 2019 for your chance to win one of three cash prizes.

Your capital is at risk. Terms and conditions apply.


Find out more

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.