Quote & Apply
Servicing
Everything you need in one place
Tax year end is a busy time of year for us all so to help you we have created this hub which covers everything you need from submitting requests to our cut off dates for each department and our most frequently asked questions.Income requests with no ad-hoc adviser fees
Income requests can be requested over the phone if no ad-hoc adviser fee is required. Please call us to arrange this on:
0800 032 2990 (option 2)
Lines open 9am - 5pm Monday to Friday
For TextDirect: first dial 18001
Calls are recorded and may be monitored for training and audit purposes.
Useful info and key dates
New Business
12pm 5 April 2023 - Completed application, supporting documents and bank transfers must all be received.
31 March 2023 - Cheques must be received.
Bank transfers
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: NMPTL Client Money
Account Number: 21718060
Sort Code: 15-10-00
Cheques
Please send cheques to:
LV= New Business Team,
Pease House,
Tilehouse Street,
Hitchin,
SG5 2DX
To be received by 31 March 2023
Smoothed Managed Funds ISAs
12pm 4 April 2023 - Completed application, supporting documents and bank transfers must all be received.
31 March 2023 - Cheques must be received.
Bank transfers
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: LVFS Ltd
Account Number: 83340295
Sort Code: 20-00-00
Cheques
Please send cheques to:
LV= SMF Team,
County Gates,
Bournemouth,
BH1 2NF
To be received by 31 March 2023
Drawdown
All outstanding info must be received by these dates:
10 March 2023 - Requests from external investments must be received.
17 March 2023 - Requests from insured investments must be received.
Frequently Asked Questions
We have collated all our most common questions around tax year end and listed these below with the answers to save you having to contact us.