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Posted Mon, 23 Sep 2024 06:55:03 GMT by G BROWN
I have a life annuity in South Africa which I inherited from my father (a South African resident). The overseas insurer (an investment management company) hasn't issued a PLA6. And it has been a year since the first payment was made to me. Is a PLA6 required? What should I do now?
Posted Tue, 01 Oct 2024 12:35:15 GMT by HMRC Admin 19 Response
Hi,
Part A of the form should be complete by the company or society paying the annuity and part B onwards, should be completed by you.  
PLA6 04_08
You can see further information here:
IPTM4360 - Purchased life annuities: partial exemption scheme: procedure relating to part C of form PLA6
Thank you.

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