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Question

Do you send out Consolidated Tax Certificates?

Answer

Yes, during May we send out Consolidated Tax Certificate (CTC) to all nominee account holders where income has been received into their portfolio during the tax year.


Please note:
When an account is closed or transferred during a tax year, a CTC will be sent to cover the period up to the date the account was closed or transferred as long as the portfolio received income
We do not issue CTCs for ISAs because the income earned from the investments does not need to be declared to HMRC as the accounts are tax-efficient.
We do issue CTCs for SIPPs, We send them over to the 3rd Party SIPP Managers from where they get dispatched to the clients.  

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