We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Vanguard tax advice

biffer_2 · 2021-12-12 13:31:25

I've just started investing in Vanguard funds, but the whole tax side of share investments is completely new to me. I know I have to do something before the end of this tax year to realise a gain otherwise I'll lose my CG allowance for the year. So getting a tax statement from Vanguard sometime in the following tax year…

Comments

GeoffTF Posts: 2,462 Forumite

14 December 2021 at 4:47PM

LifeStrategy 60 is UK domiciled. The Key Investor Information Document (KIID) says at the bottom: "The Fund is authorised in the UK and regulated by the Financial Conduct Authority (“FCA”)." That means the fund is domiciled in the UK. Excess Reportabble Income only applies to foreign domiciled funds that have Reporting Status. LifeStrategy 60 therefore does not have Excess Reportable Income.

2