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Tax Year End Contributions 2010/2011

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 Tax Year End Contributions 2010/2011 - IMPORTANT DATES 

As the current tax year draws to a close, please take note of the following deadlines for 2010/2011 contributions:

  • Friday 11th March - deadline for receipt of in-specie contributions i.e. where you would like to move an asset that you privately own into your SIPP as a contribution (see Fact Sheet 1)
  • Tuesday 5th April - deadline for receipt of one-off contributions by BACS/CHAPS and cheque

Please note:

  1. Cheques must be payable to Crescent Trustees Limited (any cheque for a contribution that is payable to 'Pointon York' will have to be returned and will risk missing the deadline)
  2. If the cheque accompanies an application for a new SIPP, then we must also have a fully completed application pack including the proof of identity and address documents (otherwise this will also have to be returned)

If you have any questions, please speak to a member of our Customer Relations Team on 01858 419300 or email enquiries@pointonyork.co.uk

 

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Email:

Pointon York House
Welland Business Park
Valley Way
Market Harborough
LE16 7PS

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01858 419300
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01858 419400
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enquiries@pointonyork.co.uk

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Pointon York SIPP Solutions is a division of Curtis Banks Limited authorised and regulated by the Financial Conduct Authority.