Tax Statement

You are responsible for declaring your income with HMRC by preparing your tax return as part of your self assessment.

If you run a business or live outside of the UK, you may change your tax end date period, from:  Profile > Security Tab> Tax End Date. From here you may set the day and month used for your year end date, which will adjust the date filters on this tax statement.

If you invest on behalf of a company, please update the ‘Company’ field on your Profile Settings –> Security —> Additional Information.. Once you input a Company Name, it will appear on your tax statement instead of your personal name.

Please be aware that tax treatment depends on the individual circumstances of each client and may be subject to change in future. Please seek professional advice if necessary.

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