Alliance Trust : Adviser Centre

Select SIPP and ISA

Applications and top up contributions for Select SIPPs and ISAs will be accepted as long as we receive your completed documentation and payment in our Dundee office by 5pm on 3 April. Payments can be made to existing accounts using your Personal ID and PIN online until midnight on 5 April or by telephone until 6pm on 3 April.

Applications for new accounts can also be made online. Please call us on 01382 573737 for further details regarding cut off times.

Full SIPP

Top up contributions for existing Full SIPPs will also be accepted in our Dundee office until 3 April. Please ensure all contributions are accompanied by a completed Contributions Form. Any monies being transferred electronically must be received in the member’s Cater Allen bank account by 5pm on 3 April.

For any in specie contributions we will need sufficient time to create the debt associated with the contribution and deal with the asset transfer. Any initial enquiries regarding in specie contributions must be made by 9 March and we need to have all completed documentation in our Dundee office by 13 March.

Property Purchases

We are imposing a deadline of 27 February for receipt of any new Property Purchase Questionnaires for purchases that need to complete by 5 April.

If you have any questions regarding property purchases, please contact Nick Hodgson our Property Consultant on 020 7496 1449 or email nick.hodgson@alliancetrust.co.uk

Due to the complex nature of in specie contributions and property purchases, we cannot give any guarantees that we will be able to complete these transactions by the tax year end, but we will do our utmost to ensure that this is the case.