Yes, if you invest in a General Account with us, you'll receive an annual tax statement and a summary of the distributions on 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 of our ETFs have "UK Reporting Fund Status", which means they publish their UK Excess Reportable Income data six months after the year end. You may need to include this information in your tax return. Learn more about tax reporting.
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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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