Your InvestEngine Business Account invests in a range of exchange traded funds (ETFs) that are listed and traded on the London Stock Exchange. These ETFs invest in shares, bonds and alternative assets such as gold.
Your investment returns could variously consist of dividend income, interest income and capital gains/losses.
The ETFs in your portfolio are domiciled (based, in legal terms) in Luxembourg or Ireland. This means that the income you receive is categorised as “overseas dividends” or “overseas interest” — even where the ETF is invested in UK shares or bonds.
You can create custom reports in your online account, including a Consolidated Tax Certificate (CTC) which will report on the income categorisation and we also provide Capital Gains Tax Reports.
See here for how to create: Custom reports in your InvestEngine online account