How to access tax information about your investments

Accumulation of wealth through investing, such as in the form of dividends and portfolio appreciation, can have tax implications, which you may be required to include in a Self Assessment tax return to HM Revenue and Customs (HMRC). 

To help you calculate any earnings or gains you may need to report to HMRC, by the end of April each year*, we provide each client with a tax pack (sometimes known as a tax certificate or a tax statement) for the financial year just passed. 

* Some clients with dual citizenship receive their tax packs in January, due to different reporting requirements.

The majority of clients can access their tax pack online in their Investec Online account - jump to the instructions on how to do this. 

If you are unsure about whether the amounts listed in your tax pack need to be declared, you should contact an accountant or personal tax adviser. 

Tax packs are issued once a year by the end of April for the previous tax year.

If you don't use Investec Online and haven't been notified about your pack by the end of April, please contact your Investment Manager (IM). 

If you do use Investec Online and your tax pack is not showing in your account by the end of April after following the instructions above, please contact your IM. 

If you don't have your IM's contact details, please use our enquiry form below.