Excess reportable income

This area of the website is intended for financial advisers and other financial professionals only.

Our excess reportable income (ERI) report gives you the information your clients need to calculate ERI (the amount of profit their offshore reporting fund(s) held in the General Investment Account earned beyond the income paid to them as dividends or interest). This allows your clients to report the ERI on their tax return.

Excess reportable income report For advisers. Access our Excess reportable income report

If you’ve got a query about activation or online processes, web chat is the best way to get in touch with us.

Get in contact

If you’ve got a query about activation or online processes, web chat is the best way to get in touch with us.

Opening hours:

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Opening times:

Our opening hours are Monday to Friday, 8:30am to 5:30pm.

On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.

If you contact us outside of these times, our dedicated virtual assistant will be available to help and guide you. Please note that the virtual assistant cannot transfer you to a live agent outside of opening hours, but it can provide useful information and direct you to our support pages.

Other contact options

Phone:

+44 (0) 3456 081 680

Opening hours:

Opening times:

Our opening hours are Monday to Friday, 8:30am to 5:30pm.

On Tuesdays, we’ll open slightly later at 9:45am while our team takes part in training – helping us continue to support you in the best possible way.

Charges may vary.

A helping hand for those requiring extra support

If your circumstances mean that you need some extra support, we’re here to help.

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Practical support

We can offer different types of practical support and try where possible to centre this around your individual needs.

Support options could include:

Assistance filling out forms
Having a conversation in a way that suits you best
Talking you through processes or topics you might find difficult to understand
With your authorisation, liaising with family members or carers to articulate instructions

We want to make it as easy as possible for you to do business with us, so when you get in touch, please let us know your support needs and we’ll do what we can to help.

If you require an alternative communication format such as braille, large print, or audio, please contact us using phone or webchat. We will not be able to support this over email.

Support topics

Managing your investment proposition