Early next month we will be sending you a note both explaining how we will manage any PIE tax obligation you have at the end of the tax year (31st March 2018) and how much your PIE tax obligation is likely to be.
Please use this opportunity to check that you have the correct PIR set for your portfolio. If it needs to be updated please email us with your request.
Because we will first look to fund your tax obligation, from any available cash in your InvestNow Transaction Account, as opposed to selling units to fund the obligation, we want to give you a heads up as to how much that is likely to be.
Have read of our FAQ, which walks you through the year-end PIE tax process.