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Stocks & Shares: General Investment Account - Tax question

Darnhall123 · 2025-04-16 03:44:10

I’ve recently started investing monthly money into a S&S ‘general investment account’ with AJ Bell.I don’t plan to withdraw any money at all for at least 5 years and just looking to build up another savings pot for when I retire. I also use (and max out), my annual ISA allowance.My question relates to the yearly tax…

Comments

InvesterJones Posts: 1,345 Forumite

18 April at 9:39AM

droopsnoot said:

You will get an annual tax voucher from your GIA provider which tells you any taxable distributions on the account, and you'd use these figures to report to HMRC - I do that as part of my self-assessment, but if you don't do an SA I'm not sure how they get reported.

There's an option to report it in the personal tax account.

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