Key dates and support for 2025-26 tax year-end

With the tax year-end (TYE) fast approaching, this dedicated information hub provides you with the key dates as you plan for this busy time of year, and ensure your clients don’t miss out on any various tax allowances.

These dates are provisional and subject to change

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Date/Time	7IM Investment account	Type	Details
Wednesday 18 March 2026	SIPP	Income Withdrawals	Last date for receipt for 7IM SIPP Taking Benefits form for Wednesday 01 April payroll. The final payroll date for 25/26 tax year will be Wednesday 01 April. In order to make this payroll we require everything received in good order on or before Wednesday 18 March. Taking Benefits must be fully completed, member must have passed bank verification checks or provided a bank statement (if income has not been taken previously or new bank details) and sales should have been placed with cash available. Any pending transfers must be completed on or before Tuesday 17 March.
Wednesday 25 March 2026	All	Stock Movements	Cut off for instructing stock transfers between clients. Please allow longer if sales are required once stock has been moved.
Wednesday 25 March 2026	SIPP	PCLS - Tax Free Cash	Cut off to receive single PCLS instruction in order to crystallise within the 25/26 tax year. 7IM SIPP Taking Benefits form must be fully completed, member must have passed bank verification checks or provided a bank statement (if benefits have not been taken previously or new bank details). Sales should have been placed and cash must be available. Pending transfers must be completed. UFPLS is not treated the same as PCLS and therefore the income withdrawal deadline of Tuesday 17 March applies.
Wednesday 25 March 2026	All	Account opening	Last date for receipt of account opening forms and accompanying documentation for JISA’s, Junior SIPP’s, Trusts, Corporates & Partnerships, POA cases, Charities, Court Appointed Deputies and Accounts with non-GBP Reporting.
Wednesday 25 March 2026 (11:00am)	ISA	Subscription	Cut off for sales to be placed within GIA, for manual ISA subscriptions. Cash movement will need to be processed by 2:00pm on Thursday 02 April.
Wednesday 25 March 2026 (2:30pm)	ISA	Subscription	Cut off for ISA subscription done online using Bed & ISA tool (even if just using cash in GIA).
Thursday 26 March 2026	SIPP	Contribution from existing 7IM account	Last date to instruct a SIPP contribution funded by an existing 7IM general investment account. Please ensure the contribution form/top up form is fully completed. The form must clearly state the GIA reference. If the form does not state that a contribution is to be funded from a GIA we will assume a payment is being sent electronically. This may delay contributions being applied. Please ensure cash is available on or before Thursday 26 March.
Monday 30 March 2026	SIPP	Contribution Forms	Last date for receipt of 7IM Contribution form or Top Up Contribution form. Please ensure tax eligibility and carry forward has been confirmed. The processing of contributions may be delayed If we do not receive a fully completed form ahead of any payment being received. All contribution payments should be paid into 7IM SIPP bank account on or before Thursday 02 April. Any payment received into the SIPP bank account before Sunday 05 April will be processed as a 25/26 contribution. Any payments received after Wednesday 01 April will not be processed before Sunday 05 April. The contributions will not appear on Platform until the proceeding working days post tax year end. To avoid funds being returned to source, please make sure that ONLY the 7IM account number (e.g. IMF0ABCY) is included in the payment reference field. No other information (such as the client’s name) should be included. Note that we only ever use the number zero ‘0’ and not the letter ‘O’ in the reference number. Please ensure we receive individual payments per member contribution and individual payments per tax years. Combined payments for multiple members, or across tax years will cause delays in contributions being applied. Test payments cannot be supported.
Tuesday 31 March 2026 (12:00pm)	ISA	Subscription	Cut off for receipt of cheques to fund your ISA for current tax year.
Wednesday 01 April 2026 (12:00pm)	All	Stock movements	Deadline for instructing Stock Movements on platform. This may not appear on the Platform by Friday 03 April but will be processed as at the date received.
Wednesday 01 April 2026	ISA	Subscription	Last date for receipt of cash into GIA. To avoid funds being returned to source, please make sure that ONLY the 7IM account number (e.g. IMF0ABCX) is included in the payment reference field. No other information (such as the client’s name) should be included. Note that we only ever use the number zero ‘0’ and not the letter ‘O’ in the reference number.
Thursday 02 April 2026	All	Account opening	Cut off for Account Pack declarations to be uploaded into platform for new GIA, ISA & SIPP accounts. Cash must be received by this day.
Thursday 02 April 2026 (11:00am)	GIA	Sales	Deadline for placing of sales with GIA for realising CGT (for funds that price at midday or after).
Thursday 02 April 2026 (2:30pm)	ISA	Subscription	By 2:30pm – ISA subscription done online using Cash Movements tool.
Sunday 05 April 2026			2025-2026 Tax Year ends.

Webinar - Tax year end planning on 7IM Platform

Join the Platform team for a comprehensive run through of everything you need for a smooth and efficient end to the tax year, including pension contributions and withdrawals, ISA contributions, bed & ISA and CGT management.

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