Can I get a Capital Gains Tax report?

 

We do not provide a Capital Gains Tax report and cannot provide any tax advice. You should consult an independent tax advisor if you are unsure what Capital Gains Tax to report

You can view realised (investments you have sold at a profit) and unrealised (your investments that have gone up in value, but you have not sold yet) gains for selected date ranges in your online account.

  • Log in to your account.

  • Go to 'Investments' in the left-hand menu

  • Choose the 'Performance' tab

  • Then the 'Investments' tab underneath.

     

The reporting procedure for Capital Gains Tax is outlined on HMRC’s website.

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Our UK-based team is ready to answer your questions.

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