Document Period/tax year covered Audience Target issue date Current status
North American income tax liability figure
US tax year 2018
Member's Agents.
End of February 2020
Certificates of Residence
2020 All managing agents.
End of February 2020
CTA1 (2016) Individual
UK tax year 2019/20
All members participating on 2016 Underwriting year of account or earlier years of account in run-off.
End of February 2020

Completed

4th March 2020

Canadian taxation advice
Canadian tax year 2019
Canadian resident individuals.
End of March 2020
North American income tax summary
US tax year 2018

All DCP members in the central US filing underwriting US business in calendar year 2018. Other members by request.

End of March 2020

2019 Lloyd's US tax report

US tax year 2019
US resident individuals underwriting on the 2016 year of account. Controlled Foreign Companies by request.
End of March 2020
2019 US expense declaration form (individual)
Calendar year 2019
US resident individuals. Middle of May 2020
2019 US expense declaration form (corporates)
Calendar year 2019
All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2019
Middle of May 2020
CTA1 (2016) Corporate
UK tax year 2019/20
All corporate members participating on 2015 Underwriting year of account or earlier years of account in run-off.  
End of April 2020

 Completed

27th April 2020

Double Taxation Relief summary
2017 Corporate members.
End of April 2020

Completed

27th April 2020

Syndicate DTR reports
2018 All managing agents.
End of May 2020
CTA2 (2019)
UK tax year 2019/20
All members with Lloyd's income and expenses during 2019. (With the exception of DCP, as management have made the desicion to no longer issue CTA2's for these members)
End of July 2020
North American income tax summary - Draft  US tax year 2019 All direct corporate participant members included in 2018 US first level filing. Middle of November 2020