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Posted Thu, 09 Jan 2025 16:20:04 GMT by Rubinder
Redemption of UK authorised unit trust/OEIC and santander uk fixed term investments can these be treated as listed shares for the purpose of CGT for 23-24
Posted Fri, 24 Jan 2025 06:48:44 GMT by HMRC Admin 25 Response
Hi Rubinder,
UK authorised unit trusts are record in your tax return in box 22 of SA108 as listed shares and securities.
When tailoring your online return, tick the option for listed shares and securities.
Have a look at the notes at:
Capital Gains Tax summary notes
Thank you. 
 

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