Please note
​Tax treatment depends on your individual circumstances and may be subject to change in the future. This summary is provided for informational purposes only and relates to the position of a UK resident individual taxpayer. We do not offer advice on tax and if you are in doubt about your own position you should seek professional advice.

You can download a Tax Statement for your Abundance account that sets out exactly what you have earned in each tax year. 

To view your Tax Statement, select Account in the top right when logged in, and select Statements on the main menu that appears. You can also can access Statements in the Quick links box when viewing any of your portfolios. On the Statements page, select the Tax option.

You can download a Tax Statement for each tax year where you have received taxable investment income on Abundance. It will not include income earned within an ISA (which is tax-free) and you won't see a PDF available for a tax year if you did not earn any income that tax year.