The 2017/18 tax year ends on 5 April 2018. To make sure we can process any applications before the tax year ends, we need to receive them before the following dates, and times:
Paper applications sent by post and/or courier:
Applications to switch from an Investment Fund/OEIC into a 2017/18 tax year ISA should be with us by 5.00pm on Wednesday 28 March 2018.
All other postal applications for a 2017/18 ISA should be with us by 5.00pm on Wednesday 4 April 2018.
Please make any cheque payable to ‘Investor Portfolio Service’ and include your name on the payee line (for example, Investor Portfolio Service – J Smith).
Please complete any online transactions into a 2017/18 tax year ISA by 11.30pm on Thursday 5 April 2018.
We’re here to help. If you have a question or would like more information regarding tax year end deadlines, please contact us.
If you are emailing The Investor Portfolio Service, please write EOTY in the Subject line. This will enable the team to deal with your query as a priority.
The ISA limit for the current 2017/18 tax year is £20,000 and is remaining the same for the 2018/19 tax year.
Please send your completed postal applications to us at:
Investor Portfolio Service
PO Box 1112
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