Statements and tax vouchers
Statements are sent to our Children's funds account holders during May and November of each year. Included with the statement is a letter with a return of address form at the bottom. Please keep this in a safe place and use it to notify us of any change of address.
It is important that we are kept updated with any changes of address or other personal details to ensure that the 6 monthly statements can be issued.
Each May, green tax vouchers, which should be used when calculating any income tax for child or Court of Protection account holders, will be sent with the statement. For more information on Income Tax please contact your local HM Revenue and Customs office or visit their website.
If you have difficulty understanding a statement, please contact one of our Customer Services Helpline advisors who will be happy to offer assistance.