Charles Stanley - Yearly Tax Statement

tigerspill

Hi,
Does anyone know of Charles Stanley provide annual tax statements for investment accounts to allow me to complete my SA tax return?
If so, when do they come out?
Thanks

InvestInPoker

I don't mean to be rude tigerspill, but surely this is a question best directed at Charles Stanley customer service?

ColdIron

I believe they do

JohnRo

Charles_Stanley_Direct wrote:

Dear Mr ....

Please find attached your annual Charles Stanley Direct Securities Report. Where appropriate, this document will include a Consolidated Tax Certificate (CTC), covering any UK and foreign income, together with associated schedules. The CTC is an important document which has been approved by HM Revenue & Customs and may be used as evidence of investment income and/or cash deposit interest when completing your annual tax return.

You will need Adobe Acrobat Reader to view this file. If you do not have this you can download it for free from https://www.adobe.com.

If you have any queries regarding this report, please contact the Charles Stanley Direct team by telephone on (0131) 550 1234 or by sending us a Secure Message.

To ensure that this and other important email messages from Charles Stanley Direct are not filtered into your Spam, Junk or Bulk Mail folder, select the Add/Save to Address Book function in your email software and follow the appropriate instructions.

Yours sincerely,

Louise Miller
Head of Client Services
Charles Stanley Direct

Email with attachment arrived 24/4/2014

tigerspill

InvestInPoker wrote: »

I don't mean to be rude tigerspill, but surely this is a question best directed at Charles Stanley customer service?

I guess, but it is the weekend after Christmas and I suspect they are closed. So I just thought I would ask on here as it was in my mind and I am sure there are a number of people on here who have used CS.

tigerspill

JohnRo wrote: »

Email with attachment arrived 24/4/2014

Thank you. That's what I was after.

[Deleted User]

Hi,

you won't get a tax statement until the end of the tax year, 05/04/15.

JohnRo