ARE YOU STILL CONFUSED?
Don't worry if you are still uncertain about how income from your fund is taxed, what information you need to supply in the tax return form, or even where to find the correct information. Most fund management companies have a customer services department that will be able to help you with any tax questions.
HMRC will also be able to provide assistance and you can obtain a number of helpful leaflets and factsheets about tax from their website at: http://www.hmrc.gov.uk/individuals/index.shtml. Alternatively you can contact your local tax office (you will find the number in the phone book).
FURTHER INFORMATION
This factsheet is produced by the Investment Management Association, which also publishes a number of other guides and factsheets on investing. If you want to know more about investing, the benefits and risks involved, and the different products available, you can read IMA's guide ‘Introducing Investment' at: www.investmentuk.org/factsheets/II/default.asp
All our guides are also available free of charge from:
IMA's Website: www.investmentuk.org/about/form.asp, or
IMA's Investment FactLine
Tel: 020 7269 4639
If you need financial advice, IMA's online ‘Find a Financial Adviser' service can help you to locate an adviser: www.investmentuk.org/investors/ifa.asp.
To the best of our knowledge and belief, the information contained in this factsheet is accurate as at 15 July 2010.
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