The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.
You can view the tax code we currently hold for you on Client Portal – simply click on the link to open your SIPP account details.
If you feel the tax code we hold is incorrect, please contact HMRC on 0300 200 3300, call charges will vary. Unfortunately we are unable to accept any changes to your tax code over the phone or via post – these must come from HMRC directly.
HMRC provide us with your tax code electronically and automatically. If you have recently taken drawdown for the first time, you may be on an emergency tax code. This is temporary and will be updated once HMRC have a better idea of your income.
If you feel you have been over-taxed and have received a single payment under flexi-access drawdown, you can apply for a refund on the HMRC website.
If would like to reclaim tax on single or regular payments under capped drawdown, or for a regular payment under flexi-access drawdown, please contact HMRC on 0300 200 3300. Call charges will vary.
You will require our PAYE reference which is: 961/FZ56287.
Your P60 is issued to you annually around mid-April. A copy is also stored in your document library on Client Portal or, you can give our Client Engagement Hub a call on 0345 279 1001 and request that we send you a new copy in the post. Call charges will vary.
Yes, please call our Client Engagement Hub on 0345 279 1001 and we will be happy to issue a contribution statement to you in the post. This is different from your annual statement. Call charges will vary.
The annual ISA maximum subscription limit for Stocks and Shares ISA is currently £20,000. You can invest the full yearly ISA allowance into a single ISA or any number of ISAs. From April 2027, the maximum subscription limit for Cash ISAs for investors under the age of 65 is £12,000, with the balance of £8,000 still available to invest in other types of ISA including the WRAP ISA. Transfers from Stocks and Shares ISAs into Cash ISAs are no longer be permitted. Find out more about the ISA allowance on HMRC’s website.
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