Contributions to Tax Year 2008/09

26 January 2009

by James Hay

SIPP New Applications and Ad Hoc Contributions

If you are intending to submit a new application or make an ad hoc contribution to an existing plan in the current 2008/2009 tax year, James Hay must be in receipt of your documentation and payment no later than 5.00 PM on 3rd April for it to qualify as paid in the current tax year. It would assist us if you could please submit your payment and all relevant documentation as soon as possible.

For further information on setting up a SIPP or contributing, please see the SIPP Technical Product Guide in the literature section of this website.

The James Hay SIPP products and Wrap service are provided by various companies which are part of the James Hay group. The James Hay group of companies are wholly owned subsidiaries of the IFG Group PLC. Full details can be found within the Legal section of this site. James Hay is a registered trademark.

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