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Posted Sat, 04 Nov 2023 16:24:19 GMT by
I have a chargeable event certificate for disposal of a UK Bond. I cannot find the right part of the self-assessment form to provide details for top-slicing as I had this bond for 13 years.
Posted Thu, 09 Nov 2023 06:39:14 GMT by HMRC Admin 25 Response
Hi imh650,
You would declare this in SA101:
Self Assessment: additional information (SA101)
Or online in section 3 - Tailor your return, where you tick yes to "Did you receive any other UK income"
When you move to the section, fill in your return, there will be  a section for "
Other UK income"
Chargeable events should be included here.
Thank you.

 
Posted Thu, 23 May 2024 17:43:02 GMT by storerp
Is this chargeable event which you say is "other uk income" income or capital for the purposes of gifts out of income for IHT purposes? Thank you
Posted Wed, 29 May 2024 11:41:24 GMT by HMRC Admin 5 Response
Hi storerp

You would need to check with the IHT offce to confirm. they can be contacted on 0300 123 1072.

Thank you

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