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What tax information will I receive?

If you receive any income from your investments outside of an Investment ISA, we’ll provide you with an Annual Tax Voucher (ATV) for the current tax year that details your income received and any taxes already deducted.

ATVs are generated in April and you’ll either receive it online or by post, depending on your preference. To view the document online, once you are logged in select 'Documents' either from the 'Quick actions' section or from the mainmenu. From here you can filter your search, by account, document type and date range.

You can also use our income reporting and Capital Gains Tax tools to generate reports, which you can find within your online account under 'Transactions & Reports'.