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  • Unit trusts and OEICs calendar

Unit trusts and OEICs calendar

If you deal with units in unit trusts, or shares in open-ended investment companies (OEICs), you need to complete a monthly return and pay any Stamp Duty Reserve Tax (SDRT) that’s due.

SDRT notices and payments are due on or before the 14th of each month. The month when the notice and payment are due depends on when the trade took place. HMRC produces a quick reference calendar showing the relevant deadlines.

You can check the date your notification and payment are due - or if late, when it should have been notified and paid - by viewing the calendar for the relevant period below:

On this page:

Calendar for period January 2012 to December 2012

Month Start Finish Due date
Jan 2012 25 Dec 2012 21 Jan 2012 14 Feb 2012
Feb 2012 22 Jan 2012 18 Feb 2012 14 Mar 2012
Mar 2012 19 Feb 2012 24 Mar 2012 14 Apr 2012
Apr 2012 25 Mar 2012 21 Apr 2012 14 May 2012
May 2012 22 Apr 2012 19 May 2012 14 Jun 2012
Jun 2012 20 May 2012 23 Jun 2012 14 Jul 2012
Jul 2012 24 Jun 2012 21 Jul 2012 14 Aug 2012
Aug 2012 22 Jul 2012 18 Aug 2012 14 Sep 2012
Sep 2012 19 Aug 2012 22 Sep 2012 14 Oct 2012
Oct 2012 23 Sep 2012 20 Oct 2012 14 Nov 2012
Nov 2012 21 Oct 2012 17 Nov 2012 14 Dec 2012
Dec 2012 18 Nov 2012 22 Dec 2012 14 Jan 2013

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Calendar for period January 2011 to December 2011

Month Start Finish Due date
Jan 2011 19 Dec 2010 22 Jan 2011 14 Feb 2011
Feb 2011 23 Jan 2011 19 Feb 2011 14 Mar 2011
Mar 2011 20 Feb 2011 19 Mar 2011 14 Apr 2011
Apr 2011 20 Mar 2011 23 Apr 2011 14 May 2011
May 2011 24 Apr 2011 21 May 2011 14 Jun 2011
Jun 2011 22 May 2011 18 Jun 2011 14 Jul 2011
Jul 2011 19 Jun 2011 23 Jul 2011 14 Aug 2011
Aug 2011 24 Jul 2011 20 Aug 2011 14 Sep 2011
Sep 2011 21 Aug 2011 17 Sep 2011 14 Oct 2011
Oct 2011 18 Sep 2011 22 Oct 2011 14 Nov 2011
Nov 2011 23 Oct 2011 19 Nov 2011 14 Dec 2011
Dec 2011 20 Nov 2011 24 Dec 2011 14 Jan 2012

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Calendar for period January 2010 to December 2010

Month Start Finish Due date
Jan 2010 20 Dec 2009 23 Jan 2010 14 Feb 2010
Feb 2010 24 Jan 2010 20 Feb 2010 14 Mar 2010
Mar 2010 21 Feb 2010 20 Mar 2010 14 Apr 2010
Apr 2010 21 Mar 2010 17 Apr 2010 14 May 2010
May 2010 18 Apr 2010 22 May 2010 14 Jun 2010
Jun 2010 23 May 2010 19 Jun 2010 14 Jul 2010
Jul 2010 20 Jun 2010 24 Jul 2010 14 Aug 2010
Aug 2010 25 Jul 2010 21 Aug 2010 14 Sep 2010
Sep 2010 22 Aug 2010 18 Sep 2010 14 Oct 2010
Oct 2010 19 Sep 2010 23 Oct 2010 14 Nov 2010
Nov 2010 24 Oct 2010 20 Nov 2010 14 Dec 2010
Dec 2010 21 Nov 2010 18 Dec 2010 14 Jan 2011

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Where to send the SDRT notice and payment

Please send your notice and payment to HMRC Birmingham Stamp Office. Mark your notification 'SDRT' and quote any reference number.

Birmingham Stamp Office contact details

Read about calculating SDRT in the Stamp Taxes Manual (PDF 2.2MB)

Find out how to pay SDRT

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