Confirm your tax residency details
UK financial institutions are now required to collect more detailed tax residency information from investors and report it to HMRC. It takes about two minutes.
- 1Check your details
- 2Declare where you pay tax
- 3Confirm and submit
Please open this page using the link in the email we sent you. If you've lost it, contact us via carltonbonds.co.uk and we'll send it again.
1. The details we hold for you
Please check these are correct. You can tell us about any changes in the form below.
- Name
- Postcode
- National Insurance number
For your security, your National Insurance number is partly hidden.
2. Your confirmation
Answer the questions below and sign the declaration to confirm.
You don't need to do anything else. We'll be in touch only if we need further information. You can close this page.
Common questions
Why am I being asked this?
Under the OECD's updated Common Reporting Standard (CRS 2.0), financial institutions must collect more detailed tax residency information and report it to HMRC, which shares it with other tax authorities to help combat tax evasion.
What does "tax resident" mean?
You are tax resident in a country if that country treats you as liable to tax there, usually based on where you live or spend time. The rules differ by country, and you can be resident in more than one. For example, US citizens and green card holders are generally treated as US tax resident.
What is a Tax Identification Number (TIN)?
It's the number a country uses to identify you for tax. In the UK, your National Insurance number is your TIN. If you're also tax resident elsewhere, we'll need the TIN for each country, or a reason if one isn't available.
What if I'm resident in more than one country?
Tick the box in the form to say you're tax resident outside the UK, then add each country and its TIN. If a country doesn't issue a TIN, or you can't obtain one, choose the reason from the list.
What if my circumstances change?
The declaration asks you to tell us if your tax residency or any of these details change. Please contact us promptly if that happens.