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Posted Fri, 22 Dec 2023 11:59:51 GMT by
Hello - please can someone advice whether any of the following need to be put into a self assessment, and if so, where? Critical Illness payout Death in Service pension one off payout Life Insurance payout Thank you
Posted Wed, 03 Jan 2024 10:56:21 GMT by HMRC Admin 21
Hi,
Please have a look at Tax on lump sum death benefit payments.  You should also check with the policy provider, who will be able to confirm whether the payments from the policies are taxable.
Thank you.

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