AXA Shareplan 2020 Maturity: Traditional Plan
Only the Traditional Plan was available in 2020. The Plan matured on 01 July 2025 and by default the units will remain invested beyond the maturity date. If you opted to sell them on the maturity date then your sale will be processed by Equiniti and they will be responsible for returning the proceeds to you.
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.
If you wish to sell your units after the maturity date then please complete the Redemption Request Form available on the Redeeming My Units page of this site and send your completed form to Equiniti. Their email contact details are: AxaShareplanEnquiries@equiniti.com
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 in the Maturities and Prices 2013 -2024 section above.
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.