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Posted Fri, 04 Mar 2022 10:02:02 GMT by Austin Roddy
Is there a requirement to complete self-assessment if a £18,000 chargeable gain is realised on a joint investment bond? I assume not, as the gain would be less than £10,000 for each. Please could you confirm?
Posted Fri, 04 Mar 2022 16:53:59 GMT by HMRC Admin 2

You can find guidance on Self Assessment criteria here:

Self Assessment tax returns

If under £10,000 then you will not be required to complete a return.

Thank you.

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