Hello there,
I’m about to relocate from the UK to Switzerland.
As far as I know I can keep all my ISA investments and accounts active even if a move abroad.
However, in Switzerland you get taxed for all your worldwide income with no allowance. I will need to present a document to the authorities with a clear breakdown of my earning (dividends).
What report can I pull from the platform to only show dividends earning/cash interest?
In Transactions > Portfolio Income & Dividends I have a clear breakthrough, but I cannot make it a exportable report. Suggestions?