Skip to main content

This is a new service – your feedback will help us to improve it.

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
Hi,

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.

You must be signed in to post in this forum.