The tax implications for creating an Investment Plan is the same as if you were to buy individual stocks or ETFs separately. This is because your Investment Plan still invests in assets which are subject to Capital Gains Tax in the UK. Therefore, as per the government's website, you may have to pay Capital Gains Tax if you make a profit (‘gain’) when you sell (or ‘dispose of’) some or all of the assets within your Investment Plan. The amount of capital gains tax you pay will depend on your income and the amount of profit.

XTB can provide reports on what you have invested in to help with your self-assessment submission to HMRC.

Please visit or contact HM Revenue & Customs (HMRC) to ensure you have the most accurate and up-to-date information. https://www.gov.uk/tax-sell-shares https://www.gov.uk/tax-on-dividends

If you have any further questions please do not hesitate to contact a member of our sales team at +44 2036953085 or by emailing us at uksales@xtb.com.

For any non UK clients, please visit https://www.xtb.com/int/why-xtb/contact, select the country you have registered with and contact a member of our staff.

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