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Tax-year end deadlines (2018/2019)
Should your client wish to make a withdrawal from their MetLife policy in the 2018/2019 tax year, please find below key information to ensure your end of tax year arrangements run as smoothly as possible:
- Fully completed withdrawal forms must be received in our Belfast office by 18th March. Please note, if a withdrawal form is received after this date we cannot guarantee it will be processed in the 2018/2019 tax year
- If you require your withdrawal to be processed in the 2019/2020 tax year, please specify this on the withdrawal form or withhold posting the form to us until 5th April.
- Please post the completed withdrawal form to: MetLife, Beacon House, 27 Clarendon Road, Belfast BT1 3BG
Please remember that we are closed to new monies and cannot accept top ups to existing policies or new applications.
Should you have any questions or concerns on the above, please contact our Customer Services team on 0800 022 4443.
The value of your investment, and any income taken from it, can go down as well as up and you may get back less than you invested.
The MetLife Secure Capital Option provides a guaranteed death benefit or amount at the end of a chosen term. If you switch out or cash in your investment before the end of this term, you will receive the underlying value of your investment.
The MetLife Secure Income Option provides a guaranteed level of income for life and death benefit. If you switch out or cash in your investment you will receive the underlying value of your investment.
Any payment you ask MetLife to make from your policy to a Financial Adviser will reduce the value of your investment, and proportionately, any amounts guaranteed.
Although you can access the funds at any time, you should consider a MetLife ISA Portfolio as a medium to long-term investment, ideally five years or more.
Tax treatment depends on your individual circumstances and may be subject to change in the future, with or without notice.
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