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To change the tax entity type of your UK portfolio:

1 — Click the Settings tab.

2 — Click the Tax settings side tab.

3 — Select your Tax Entity Type and, if applicable, your Account Type.

Tax entity types:

• Individual – An individual, retail investor or trader.
• Trust – Trustees liable for Capital Gains Tax on disposals above the trust's annual exempt amount.
• Company – Limited company subject to Corporation Tax on all investment profits.

Individual account types:

If your tax entity is set to Individual, select the account type that matches your investment wrapper:

• General Investment Account (GIA) – Standard taxable account. Capital gains are subject to tax above the annual exempt amount.
• Individual Savings Account (ISA) – Tax-free wrapper; capital gains and dividend income are not subject to tax.
• Self-Invested Personal Pension (SIPP) – Tax-relieved pension wrapper; contributions receive income tax relief, gains are exempt during growth, and most withdrawals are taxed as income.
• Trader – Professional trader taxed on profits as income. Standard Capital Gains Tax rules and annual exempt amount do not apply.

4 — Click Save.