On this page we've provided a step-by-step guide for Investment Management clients on using the figures from their annual tax report from Rathbones when completing various sections of HMRC's online Self Assessment tax return.
The guide is tailored only to data supplied by Rathbones; external income or gains need to be added separately by the user.
Rathbones Investment Management does not provide tax advice, so if you are unsure about anything to do with your tax return, we recommend you seek guidance from a tax adviser to provide tax advice relevant to your individual circumstances.
Further information from HMRC:
- For Country Codes, please visit HMRC's Foreign webpage and select the most recent "Foreign Notes" file for more detailed information.
- For Double Taxation Relief guidance by country, please visit HMRC's Double Taxation Relief Manual