Early Isa deadlines for Inv trusts

Professional Adviser
clock

Investors planning to put their Isa allowance into investment trusts may need to make their purchase...

Investors planning to put their Isa allowance into investment trusts may need to make their purchase well before 5 April in order to meet the deadline for the 2002/03 tax year. Cooling-off periods and other administrative matters mean some investment trust Isa schemes close as early as 27 March. Aberdeen Asset Managers investment trust Isa applications close on 27 March, or 3 April if investors agree to waive the seven day cooling-off period. Allianz Dresdner Asset Management will accept postal cheque applications up to 5pm on 5 April, but investors acting on intermediary advice must ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Women in Financial Advice Awards 2026: Nominations open!

Women in Financial Advice Awards 2026: Nominations open!

Awards to be held at Hilton Bankside in London

Professional Adviser
clock 24 March 2026 • 1 min read
PA Awards 2026: Photos from the night

PA Awards 2026: Photos from the night

Celebrating the advice profession's best

Professional Adviser
clock 20 March 2026 • 1 min read
PA Awards 2026: Winners' photo gallery from the night

PA Awards 2026: Winners' photo gallery from the night

PA’s 21st awards took place on 18 March

Professional Adviser
clock 19 March 2026 • 1 min read