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

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow next week

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow next week

The Scotland Investment Roadshow kicks off next week

Professional Adviser
clock 16 September 2025 • 1 min read
Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off later this month

Professional Adviser
clock 11 September 2025 • 1 min read
Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

Scotland Investment Roadshow 2025: Join PA in Edinburgh and Glasgow

The Scotland Investment Roadshow kicks off later this month

Professional Adviser
clock 09 September 2025 • 1 min read