James Hay
tax year end hub

Making sure you have all the pieces for tax year end

To help you and your clients get ready for tax year end, here you’ll find everything you need including key dates and deadlines as well as essential literature.

James Hay key dates and deadlines

Wednesday 18 February

To receive a final income payment for IPS (2008) SIPP, IPS Pension Builder SIPP for the 2025-26 tax year, income instructions must be received by 5pm. This is for cases where the plan is already in drawdown.

Monday 2 March

Last day to amend SIPP regular payments via Direct Debit to be collected in the 2026-27 tax year.
Last day to set up a new SIPP regular payment via Direct Debit to be collected in the 2026-27 tax year.

Tuesday 3 March

To receive a final income payment for IPS SIPP, IPS Family SIPP for the 2025-26 tax year, income instructions must be received by 5pm. This is for cases where the plan is already in drawdown.
Final date for all requirements to be with us for a drawdown transfer in from another provider.

Monday 9 March

Last day for advised clients to submit a request for an Uncrystallised Funds pension lump sum payments (UFPLS) for income payments to be made in the 2025-26 tax year.
Last day for advised clients to submit a request for a Pension Commencement Lump Sum (PCLS) for income payments to be made in the 2025-26 tax year.
Last day for fully completed Flexi Plan Closure (FPC) forms to be submitted for advised clients for closure within the 2025-26 tax year.

Friday 18 March

To receive a final income payment for Partnership SIPP, Aviva (Friends Life) Scheme, Phoenix Scheme and Sarum Scheme for the 2025-26 tax year, income instructions must be received by 5pm. This is for cases where the plan is already in drawdown.

Thursday 2 April

Last day for single SIPP contributions to be included in the 2025-26 tax year. Contributions after this date will be included in the 2026-27 tax year.

Download the key dates and deadlines