Document Period/tax year covered Audience Target issue date Current status
North American income tax liability figure
US tax year 2017
Member's Agents.
End of February 2019
Certificates of Residence
2019 All managing agents.
End of February 2019
Completed
CTA1 (2015) Individual
UK tax year 2018/19
All members participating on 2015 Underwriting year of account or earlier years of account in run-off.
End of February 2019

Completed

Canadian taxation advice
Canadian tax year 2018
Canadian resident individuals.
End of March 2019
North American income tax summary
US tax year 2017

All DCP members in the central US filing underwriting US business in calendar year 2017. Other members by request.

End of March 2019

2018 Lloyd's US tax report

US tax year 2018
US resident individuals underwriting on the 2015 year of account. Controlled Foreign Companies by request.
End of March 2019
2018 US expense declaration form (individual)
Calendar year 2018
US resident individuals. Middle of May 2019 Completed
2018 US expense declaration form (corporates)
Calendar year 2018
All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2018
Middle of May 2019
Completed
CTA1 (2015) Corporate
UK tax year 2018/19
All corporate members participating on 2014 Underwriting year of account or earlier years of account in run-off.  
End of April 2019
Double Taxation Relief summary
2016 Corporate members.
End of April 2019
Syndicate DTR reports
2017 All managing agents.
End of May 2019
CTA2 (2018)
UK tax year 2018/19
All members with Lloyd's income and expenses during 2018. (With the exception of DCP, as management have made the desicion to no longer issue CTA2's for these members)
End of July 2019
Delayed to End of August
North American income tax summary - Draft  US tax year 2018 All direct corporate participant members included in 2017 US first level filing. Middle of November 2019