Income Tax for Investors

Those who have investments that generate income generally have their interest, dividends (and so on) taxed at source. However, in the final computation your investment income is added to your other income which means even if tax has been deducted at source… there may be more tax to pay.

Investments can yield income and gains and these are treated differently so it is important to identify and manage investments to ensure they are arranged tax-efficiently.

Investment income can include income from rental properties which is dealt with in a very specific way.

A financial advisor can help you manage your investments, and then Astons Accountants can help you with filling in your tax return and calculating the tax due each year.