AXA Shareplan 2020 Maturity: Traditional Plan
Only the Traditional Plan was available in 2020. The Plan will mature 01 July 2025 and by default the units will remain invested beyond the maturity date.
There is no need to complete a maturity redemption form if you don’t wish to sell any of your units at maturity.
(You may sell the units at any time after the maturity date using the standard sale form found on the Redeeming My Units page of this site.)
If you do want to sell some or all of your units on the maturity date you should download the 2020 Maturity Redemption Form below; complete it, sign it and email your completed form to axashareplanmaturities@equiniti.com
Shareplan 2020 Maturity Redemption Form
Your completed form must be received by Equiniti by midday on Friday 27 June 2025 in order for the sale to be processed in time.
Maturity sale proceeds will be paid to your nominated bank account, this can take up to six weeks from the maturity date due to administration and fund/ exchange management processes.
Important tax information for UK taxpayers
The sale of your units is potentially a taxable event for Capital Gains Tax (CGT) and you may need to declare any gain you make to HMRC through self-assessment.
The Shareplan 2020 Brochure is available on the Previous Offers page. Within it is a Tax File section which contains more information on calculating potential CGT due on your gain.
Please note the annual CGT allowance is now £3,000 (for the 2025/ 2026 tax year) which is lower than quoted in the 2020 brochure and the CGT tax rates are now 18% for a basic rate tax payer and 24% for a higher rate taxpayer.
You can also find the original subscription prices for the 2020 Traditional Plan on the Maturities and Prices page of this site.
You may contact HMRC on 0300 200 3310 (Mon to Fri 8am to 6pm) for further assistance with declaring your gain. An online chat is also available at Self Assessment: general enquiries.