ISA and SIPP tax information

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 allowance for ISA contributions for the current tax year is £20,000. This can be divided over different ISAs, but not two of the same kind. This means you can contribute into a cash ISA and a stocks and shares ISA, but not into two different cash ISAs, or two different stocks and shares ISAs in the same tax year. Find out more about the ISA allowance on HMRC’s website.