FOR ADVISERS ONLY

End of tax year - IR servicing checklist and submission date

20 February 2020

Here's a reminder of our submission deadlines and the information we need if your client wants to take a taxable income payment before the tax year ends.

Your checklist	Where and when to send it
Application form and supporting documents: I've completed the application form fully and enclosed any supporting documents.	Please send the completed application form and supporting documents to: Royal London PO Box 296 Wilmslow Cheshire SK9 1WJ Alternatively, you can scan and email the form and supporting documents to your usual Royal London case manager. We must receive this by 6pm on Wednesday 25 March 2020.
Taxable income payment requests by post: I've confirmed that I've provided financial advice to my client.	To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Wednesday 25 March 2020. Please note that any requests received by 6pm on Wednesday 25 March 2020 may not be paid in the current tax year.
Taxable income payment requests by telephone or email: I've confirmed that I've provided financial advice to my client.	Taxable income payment requests can be made by contacting the Income Release Servicing team on 0345 850 8953 or IRServicing@royallondon.com To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Thursday 26 March 2020. Please note that any requests received after 6pm on Thursday 26 March 2020 may not be paid in the current tax year.

Your checklist

Where and when to send it

Application form and supporting documents:

I've completed the application form fully and enclosed any supporting documents.

Please send the completed application form and supporting documents to:

Royal London
PO Box 296
Wilmslow
Cheshire
SK9 1WJ

Alternatively, you can scan and email the form and supporting documents to your usual Royal London case manager.

We must receive this by 6pm on Wednesday 25 March 2020.

Taxable income payment requests by post:

I've confirmed that I've provided financial advice to my client.

To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Wednesday 25 March 2020.

Please note that any requests received by 6pm on Wednesday 25 March 2020 may not be paid in the current tax year.

Taxable income payment requests by telephone or email:

I've confirmed that I've provided financial advice to my client.

Taxable income payment requests can be made by contacting the Income Release Servicing team on 0345 850 8953 or IRServicing@royallondon.com

To guarantee payment in the 2019/20 tax year, we must receive this by 6pm on Thursday 26 March 2020.

Please note that any requests received after 6pm on Thursday 26 March 2020 may not be paid in the current tax year.

Take an ad hoc income payment online

We have two quick and easy to use online forms for one-off taxable income payment requests.

We have an adviser version that you can use where you've provided advice and you’re submitting it on your client’s behalf.

We also have a client version that you can send to your clients to use.