Help & FAQs

Why does my Consolidated Tax Certificate reference the last tax year?

The most recent Consolidated Tax Certificate received in your secure message box is for the last tax year, the next to be received will be for the current tax year but issued in the first quarter of the following tax year.

Example: CTC on account now is for 2017/18 tax year. The next received will be in tax year 2019/20 for the tax year 2018/19.

Submitted on 5th Jul 2019

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The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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