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Posted Mon, 29 Jan 2024 10:05:31 GMT by
I am an employee, and have some savings in investment funds (non-ISA). If I have made losses in the tax year (i.e. the value in April 2023 is lower than the value of those investments in April 2022), do I need to include this somewhere in the self-assessment? Or is it only when there is a profit in the investments that one has to declare as a capital gain? Thank you
Posted Wed, 31 Jan 2024 18:30:20 GMT by HMRC Admin 25 Response
Hi Carol Brown,
You would need to clarify what type of investment funds.
Thank you. 

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