Happy New Financial / Tax Year to all of you!

Beddie

Stargunner said:

Alexland said:

wmb194 said:

Yes, I have the same problem.
I've just received a notification to say that, a couple of hours later, the cashback has been deposited to my T212 GIA. It's locked in for a year and I'll just invest it in something but not bad!

Hmm I am tempted by AJ Bell's offer of a £150 gift voucher for at least £10k of S&S ISA contribution or transfer as it seems to be open to existing customers with no minimum tie-in other than the fairly short claim payout period. I could transfer some money I am holding in a Santander Cash ISA (my old iWeb account) to buy my wife out of her share of the house later this year and stick it in a money market fund to earn a slightly higher return enough to cover at least the AJ Bell fees and it's not much extra hassle as I already have a different account with AJ Bell. That way I still have this year's S&S ISA available to place elsewhere for more cashback...

I put £20k into a Bestinvest S&S ISA this morning to take advantage of the £350 cashback via Quidco. Invested it all in the Royal London money market fund. The ISA is flexible so once the cashback is paid I can look look at other alternative platforms with cheaper fees, I will also probably need some of the money later this year, which is why I wanted to find a flexible one. 

I was going to use that Quidco offer, but waited over the weekend and it's now been dropped to much less - you snooze you lose!

Beddie

Alexland said:

ForumUser7 said:

Please could you link to the offer? I’m struggling to find it. Thank you

https://www.ajbell.co.uk/campaign/tye-2023-offer
https://www.ajbell.co.uk/sites/default/files/AJB_TYE_Offer_TandCs.pdf

Thanks for the link. I'm wondering if Quidco/Topcashback would also pay out on this offer or do you risk getting neither? 

Alexland

Beddie said:

I was going to use that Quidco offer, but waited over the weekend and it's now been dropped to much less - you snooze you lose!

Quidco have dropped to £160 but TCB are still at £210 on a BestInvest S&S ISA.

Beddie said:

Thanks for the link. I'm wondering if Quidco/Topcashback would also pay out on this offer or do you risk getting neither? 

I doubt you would get both for the same transfer or deposit but one should still payout. I guess you could open the account as a new customer under the Quidco or TCB offer with an initial deposit then a few days later as an existing customer use the AJ Bell offer to transfer in a lump sum from elsewhere.

Beddie

Alexland said:

Beddie said:

I was going to use that Quidco offer, but waited over the weekend and it's now been dropped to much less - you snooze you lose!

Quidco have dropped to £160 but TCB are still at £210 on a BestInvest S&S ISA.

Beddie said:

Thanks for the link. I'm wondering if Quidco/Topcashback would also pay out on this offer or do you risk getting neither? 

I doubt you would get both for the same transfer or deposit but one should still payout. I guess you could open the account as a new customer under the Quidco or TCB offer with an initial deposit then a few days later as an existing customer use the AJ Bell offer to transfer in a lump sum from elsewhere.

Thanks Alex, much appreciated

Alexland

Beddie said:

Thanks Alex, much appreciated

Oh actually the AJB direct offer needs to be funding into a new account so you would need to open 2 different types of account to benefit from both the Quidco/TCB offer and AJ Bell offer.

Pompeydave1967

New tax year and kindly made aware of it from HMRC who text immediately and said don’t forget to submit your self assessment ! 

Same message every year .