Skip to main content

This is a new service – your feedback will help us to improve it.

  • Foreign robo-adviser - self assessment?

    I have a foreign (US) robo-advisor investment account that holds both reporting and non-reporting funds. The account will automatically rebalance holdings and reinvest any dividends. The capital gains from any rebalancing is minimal - my gross capital gains and net gains/loss are under £300 and (~£300) in total respectively over the last 5 years, and my total holdings are under the 4x Allowance. I have not registered for self assessment previously and did not realize I might have to (I have not previously met any other rules that would require self assessment). I wanted to understand what my reporting requirements are and how to remediate.