Yes, if you invest in a General Account with us, you'll receive an annual tax statement and a summary of the distributions of your investments. You can use this to help you complete your tax return.
Additionally, the GBP share classes of our Ireland-domiciled funds and all our ETFs have UK Reporting Fund Status, which means they publish their UK Excess Reportable Income data 6 months after the year end. You may need to include this information in your tax return.
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Getting help in difficult circumstances
Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.
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