Tax Year End Information

The end of the 2009/10 tax year is fast approaching - due to the bank holidays over Easter this year the effective last day this tax year is 1st April for business processing.  All printed application forms that are submitted via Ethical Investors for ISAs or pension contributions must therefore arrive at our offices by 31 March 2010.

There are more direct ways of processing ISAs which we can put into effect , for example making payments by debit card and we would ask you to call us to discuss these options if time is very short before the deadline (week starting 29 March).

We would ask all new and existing clients where we are processing business that is not tax year dependant to be patient at the current time as there are likely to be some delays while we prioritise the tax year end business.

With thanks

The Ethical Investors Team