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Posted Wed, 10 Jul 2024 20:39:03 GMT by Maria Duke
I have recently sold some my holdings in a unit trust which were not bought all at once, i.e. made several investments in the same unit trust over the years. To compound the problem I inherited some units from my late husband. Which date should I use as a purchase date if not only one date?
Posted Tue, 16 Jul 2024 14:55:37 GMT by HMRC Admin 32 Response
Hi,
This may be similar to a S104 holding, please see guidance at:
Shares and Capital Gains Tax (Self Assessment helpsheet HS284)
Thank you.

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