Key dates and support for 2022-23 tax year end

With the tax year end (TYE) fast approaching, we have launched this dedicated information hub to provide 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

7 tax allowances to remember to take advantage of this tax year end

Find out the seven things you should remember to do to make the most out of your clients' tax allowances for the 2022-23 tax year.

Read now

Date/Time	7IM Investment account	Type	Details
Friday 17 March 2023	SIPP	Withdrawals	Cut off to receive a taxable income instruction (where income tax is calculated this tax year) where sales have already been placed.
Tuesday 28 March 2023	All	Stock Movements	Cut off for instructing stock transfers between clients. Please allow longer if sales are required once stock has been moved.
Tuesday 28 March 2023	SIPP	Withdrawals	Cut off to receive single PCLS instruction in order to Crystallise in this tax year where cash is already available.
Tuesday 28 March 2023	SIPP	Contributions	Last date for receipt of cheques into an existing 7IM SIPP, remembering the 7IM SIPP Top Up Contribution form is required.
Wednesday 29 March 2023	All	Account opening	Last date for receipt of account opening forms and accompanying documentation for JISAs, Junior SIPPs, Trusts, Corporates & Partnerships, POA cases, Charities, Court Appointed Deputies and Accounts with non-GBP Reporting.
Wednesday 29 March 2023 (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 Monday 03 April.
Wednesday 29 March 2023 (2:30pm)	ISA	Subscription	Cut off for ISA subscription done online using Bed & ISA tool (even if just using cash in GIA).
Friday 31 March 2023	ISA	Subscription	Cut off for receipt of cheques by 7IM, accompanied by instruction to subscribe into 2022-23 ISA.
Monday 03 April 2023	All	Stock movements	Deadline for instructing Stock Movements on platform.
Tuesday 04 April 2023	All	Account opening	Cut off for Account Pack declarations to be uploaded into platform for new GIA, ISA & SIPP clients. Cash must be received by this day.
Tuesday 04 April 2023	ISA	Subscription	Last date for receipt of cash into GIA for ISA subscriptions. To avoid funds being returned to source, please make sure that ONLY the 7IM account number (eg 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.
Tuesday 04 April 2023	SIPP	Contributions	Last date for receipt of electronic payments into existing 7IM SIPP, remembering the 7IM SIPP Contribution form is required. To avoid funds being returned to source, please make sure that ONLY the 7IM account number (eg IMF0ABDY) 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.
Wednesday 05 April 2023 (11:00am)	GIA	Sales	Deadline for placing of sales with GIA for realising CGT (for funds that price at midday or after).
Wednesday 05 April 2023 (2:30pm)	ISA	Subscription	By 2:30pm – ISA subscription done online using Cash Movements tool. 2022-23 tax year ends.