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Posted Mon, 23 Sep 2024 22:00:16 GMT by Kf12
Hi HMRC team, My family has set up a mutual fund domiciled in a EU country. My sibling disposed of their shares (for which I am a co-beneficiary) with a realised gain, and transferred the money to a separate account for their own use. Is my sibling the only one liable to declare/pay CGT? Am I liable for CGT since this is a joint investment and I was the co-beneficiary of the shares even though? Thanks.
Posted Wed, 02 Oct 2024 08:34:54 GMT by HMRC Admin 19 Response
Hi,
We can only provide general information and guidance in this forum. For an answer to a detailed question of this nature, you would need to contact our Self Assessment team or seek professional advice.
Self Assessment: general enquiries
Thank you.

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