If 5th April is already on your radar, you are not alone.
- ISA allowances are being revisited.
- Bed and ISA conversations resurface.
- Contributions need to land correctly.
- Reporting often becomes part of the discussion.
→Download the key dates document
This page brings together the key platform journeys and supporting guides in one place, so they are easy to access when you need them.
Timeline is designed to fit around adviser workflows. Planning, Portfolios and Platform sit within the same connected system, making it easier to keep everything aligned as 5th April approaches.
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Keeping BED and ISA activity Straightforward
For many advisers, this is the period where General Investment Accounts are reviewed, and ISA allowances are used.
The internal transfer journey sits directly within the client’s platform view, allowing you to initiate and track movements between accounts within the same system.
If you would like a clear walkthrough of the process, including how transfers are submitted and monitored:
→ View the GIA to ISA Journey Guide Here
The guide provides a visual step-by-step refresher so you can act early and with confidence.
Structured funding. Automatic documentation.
Where clients are adding to ISAs, GIAs or SIPPs ahead of 5th April, the deposit journey is designed to align funding, documentation and communication in one flow.
Once a contribution is confirmed:
- A cost illustration is generated automatically
- The client receives confirmation and funding details
- Direct Debit approvals, where required, are managed via the Client Portal
If you would like to revisit the full process:
→ Read the Adding New Money Guide Here
This guide sets out the journey from instruction through to confirmation.
Reporting at a glance, CGT and ISA visibility
Ahead of tax year end, reporting often becomes part of client conversations.
Within the platform, you can access:
- CGT Reporting
Download realised gains information directly from the client view. - Remaining ISA Subscriptions
Generate reports showing available allowances for individual clients or across your client base.
Everything remains centralised within the same system, alongside transaction history and documentation.
27th March
Final date to instruct a Bed and ISA transfer to support completion within the 2025 to 2026 tax year.
1st April
Recommended deadline for ISA applications to be submitted and funds cleared.
2nd April – 4:00pm BST
Contributions received after 4:00PM may initially be allocated to the 2026 to 2027 tax year and require additional recording.
5th April – 11:59PM
Tax year-end.
After 5th April
+10 Working Days
Annual Valuation Statements are generated and available in the Document Centre.
Shortly After Year End
Tax Packs issued, including:
- Consolidated Tax Certificate
- Capital Gains Tax Report
- SIPP Contribution Summary
Income Statements for GIA clients are also made available.
→Download the key dates doc pictured above here
One Ecosystem
Timeline brings together planning software, evidence-based portfolios and platform technology within one integrated environment.
This page brings the relevant tax year end journeys and guides into a single location, making them easy to access as activity increases.
We hope these resources are helpful in the weeks ahead.
If you are not yet using Timeline and would like to learn more about how our integrated ecosystem could support your business, please contact your regional representative.
This article is produced by us for Financial Advisers who may choose to share it with their clients. Timeline Planning and Timeline Portfolios do not offer direct-to-consumer products.
Tax treatment depends on the individual circumstances of each client and may be subject to change in future.
