Quote & Apply
Servicing
LV= Tax year end
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.
Useful documents and resources
See all of the application forms and key documents you need for your clients tax year end.
FAQs
We have collated all our most common questions around tax year end to save you having to contact us.
LV= Adviser Investment Centre
Your place to find fund performance, insights and updates from our investment team in one easy to use space.
Key dates and information
Here you'll find a list of dates that completed applications, supporting documents and transfers must all be received by. You can also find bank transfer details and addresses to send cheques to.
Please note: all proof of address/ bank accounts must be in colour
New business
LV= ISA
Drawdown
LV= Platform Services
Useful documents and resources
Here you'll find a list of application forms and resources to help during tax year end.
Want to complete via DocuSign? We can only accept DocuSign through our DocuSign account so please contact us to send this to you.
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LV= SIPP application form.- Make a single contribution
LV= SIPP Flexible Transitions Account single contribution (top up only) application form. - Increase a regular contribution
LV= SIPP Contributions and Additional Transfers application form. - Tax Free Cash
Tax Free Cash & Income application form. LV= ISA - Top Ups
Application Form for the current tax year.
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.
When will my client get their money?
What will their tax code be for payments?
When will my client receive their P60?
My client hasn’t received their income. When will this be paid?
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 may be recorded and/or monitored for training and audit purposes.