Tax Year End 2025/26 – Key Dates & Deadlines

Tax Year End 2025/26 – Key Dates & Deadlines

To help make things as smooth as possible, we’ve pulled together the key dates, deadlines and practical guidance below:

Speak to the team

Speak to the team

Key Dates

Key Dates

27 March 2026

Final date to submit Bed & ISA instructions to allow settlement within this tax year.

2 April 2026

Last working day before the Easter Bank Holiday. Please ensure funding expectations are logged by the end of the day.

5 April 2026 – 23:59

Final deadline for payments to be received for the 2025/26 tax year.

Sending Payments

Sending Payments

To ensure your contribution is allocated correctly:


  • Log a funding expectation before sending payment

  • Include the correct individual account reference

  • If sending multiple payments, log a separate expectation for each


This allows payments to match automatically and reduces delays.


Payments received before 6 April that cannot be automatically allocated will still count towards the 2025/26 tax year, provided we can clearly identify the funds.

To ensure your contribution is allocated correctly:


  • Log a funding expectation before sending payment

  • Include the correct individual account reference

  • If sending multiple payments, log a separate expectation for each


This allows payments to match automatically and reduces delays.


Payments received before 6 April that cannot be automatically allocated will still count towards the 2025/26 tax year, provided we can clearly identify the funds.

Trading & Settlement

Trading & Settlement

If you are selling investments to fund ISA subscriptions (e.g. Bed & ISA), please allow sufficient time for settlement.


Instructions should be submitted no later than 27 March 2026.


We strongly recommend submitting trade instructions as early as possible.

If you are selling investments to fund ISA subscriptions (e.g. Bed & ISA), please allow sufficient time for settlement.


Instructions should be submitted no later than 27 March 2026.


We strongly recommend submitting trade instructions as early as possible.

Plan Ahead

Plan Ahead

With the Easter Bank Holiday immediately before tax year end, early planning and accurate submissions will help ensure everything is processed smoothly.

With the Easter Bank Holiday immediately before tax year end, early planning and accurate submissions will help ensure everything is processed smoothly.

Message the Platform Support Team

Message the Platform Support Team

01392 304505
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