Lloyd's Tax Reports

Documents to be issued during 2012 by Lloyd's Tax Operations are listed below.

Document Period/tax year covered Audience Target issue date Current status
CTA1 (2008)
Individual
UK tax year 2011/12 All members with open syndicate participations during 2011 End of February 2012

All printed and posted by 23/02/2012

CTA2 (2011)  UK tax year 2011/12 All members with Lloyd's income and expenses during 2011 End of July 2012

 

CTA1 (2008)
Corporate
UK tax year 2011/12 All members with open syndicate participations during 2011 End of April 2012

Due to unforseen circumstances, delayed until 31st May 2012

Double Taxation Relief summary 2010 Corporate members End of April 2012

Due to unforseen circumstances, delayed until 31st May 2012 

Canadian taxation advice Canadian tax year 2010 Canadian resident individuals End of March 2012

All printed and posted by 5/4/12

Claims Equalisation Reserve Report

CER (2009)

2012/13 Corporate members End of November 2012
North American income tax summary US tax year 2010 All corporate members included in 2010 US first level filing. Other members by request. End of March 2012

 

2011 Lloyd's US tax report US tax year 2011 US resident individuals. Controlled Foreign Companies by request. End of March 2012

 

2011 US expense declaration form (individual) Calendar year 2011 US resident individuals     End of March 2012

 

2011 US expense declaration form (corporates) Calendar year 2011 All corporate members including SLP's and DCP's End of April 2012