How do I find my investment earnings to include in my tax return?

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. 

How to find your tax certificates/ packs online

  1. Log in to Investec Online with your user credentials. 
  2. Select the Account you'd like to access a tax certificate for.
  3. Choose the Documents subheading.
  4. Choose Annual Reports, and then select the tax year you're interested in.
  5. Your tax pack will appear, and you can then select the PDF icon to download it to your device.

If you can't see a tax pack in your online account, or you don't have access to Investec Online, please refer to the next section of this page. 

If you're new to Investec Online, we have a number of webpages to help

Screenshots of the steps a user needs to take in Investec Online to download their tax certificates

I haven't received a tax pack - how do I get one?

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

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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.