Nucleus Wrap tax year end hub

• Last day to submit a request to set up a regular pension income to commence in the 2024-25 tax year, where a disinvestment is required.
  
  

• Last day for sells to be submitted to allow time for settlement if arranging pension taxable lump sum in 2024-25.
  
  

• Last day for sells to be submitted to allow time for settlement if arranging an inter-account transfer (General to Pension or General to Isa).
  
  

• Last day to submit a request to set up a regular pension income to commence in the 2024-25 tax year, where cash is available.
  
  

• Last day for receipt of pension taxable lump sum instructions. There must be enough available cash in the account to meet the gross income amount.
• Last day to arrange a BACS payment to us, which can take up to three business days to clear.
  
  

• Last day to send applications for 2024-25 tax year. We recommend sending any applications via secure Jira messaging, however, if you need to post an application, we recommend sending by special delivery to guarantee receipt. We don’t accept hand deliveries.
• Last day for receipt of inter-account transfer applications where there is enough available cash in the General account.
• Last day for pension income for current tax year 2024-25 to be processed.
  
  

• All pension income requests processed from today will be classed as 2025-26 tax year.
  
  

• Last day for a CHAPS payment to be sent to us*.
• Last day for receipt of a BACs/direct credit payment sent to us*.
• Last day for physical receipt of a cheque*, and correct complete application documentation.
• Last day for all trades to be ordered on the General account for a Bed and Isa application to be classed as a 2024-25 subscription, subject to trading times.

*Please note that where funds have been received but we haven’t received all the necessary documents to apply funds to the account, they may be applied in the next 2025-26 tax year, however the effective date of the application will be in the 2024-25 tax year.