Will you send me a tax summary?

If you hold an AJ Bell Dealing account, we'll send you a tax summary at the end of each tax year. This also includes your capital gains tax calculations.

We’ll let you know via a secure message when your tax summary is ready. This only applies for Dealing accounts – you won’t receive a tax summary for any other account type. You can find your tax summary on the platform by heading to your ‘Documents’ and then selecting ‘Annual tax summary’ as the document type.