There may be four days until the end of the tax year, but varying investment company deadlines and the Easter break mean advisers must be on their toes.
Many company ISA deadlines fall before 5 April (Monday), particularly if customers plan to apply by post. Research by Clydesdale and Yorkshire Banks suggests up to 1.5 million savers could miss out on this year's ISA allowance if they leave things until the last minute. Cofunds and Fidelity FundsNetwork are among those working to ensure investors make the most of their tax efficient vehicles - the pair have set up 13 national collection points where advisers can drop off applications up to 6pm today (1 April). But others will accept applications as late as 5 April if hand delivered...
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