
Tax year end checklist
Use this list to guide you through tax year end.
Pay into your account well ahead of the tax year deadline at midnight on 5 April 2025.
If you leave it till the last minute and your payment is unsuccessful you might miss out.
For one-off payments, we accept debit card and bank transfer.
We only allow bank transfers into ISA and General Accounts. The minimum payment is £50,000. We do not accept payments by:
- credit card
- pre-paid card
- cheque
- standing order
- Direct Debits from business accounts
Check the limits on your debit card. If you need to increase them, contact your bank.
You can also make multiple transactions.
The sale takes 2 to 4 working days to show as cash in your General Account.
Make sure you factor this in if you want to fund your ISA from money in your General Account.
If your bank account is not verified make sure your details match your account before uploading the necessary document. It should show the full document, not cropped or redacted in any way.
If you make a payment before midnight on 5 April 2025, tax relief will be applied to the 2024-25 tax year even though it takes 6 to 11 weeks to view in your account.
This is not tax or investment advice. If you’re unsure about anything, speak to an independent tax adviser.