InvestEngine doesn’t deduct tax from the income on your portfolio. If you are investing through an ISA, the income you receive is tax-free. If you are investing via our Personal Account or Business Account, you may then need to pay tax on this income, depending on your individual circumstances.
We provide you with a consolidated tax certificate (CTC) and a capital gainst tax report (CGT) at the end of each tax year, showing the income your portfolio has earned in the tax year. This information can be used to help complete your tax return.
InvestEngine does not provide tax advice. If you are unsure about your tax position you should speak to your own tax adviser or HM Revenue & Customs.