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Posted Tue, 27 Jun 2023 12:06:14 GMT by
My wife and I cashed in our investment bond in tax year ending April 2023 The bond was in joint names (eg my wife and i) We have received from our investors a certificate of chargeable event Details: Amount of gain £15896.00 Number of relevant years 20 income treated as paid YES Amount of income treated as paid £3,180.00 Additional information: Amount paid £15,896.00 Total premium £20000.00 Total of previous withdrawls/surrenders £20,550.00 Am not sure if we have to state any figures relating to the baove on our self assessment fors for 2022/2023 tax year Previous chargeable gains £2,550.00
Posted Fri, 30 Jun 2023 09:05:13 GMT by HMRC Admin 5

This should be reported on the additional information page SA101 and you will each declare half as its a joint event.
If you file online, you need to tailor your return at section 3 to include this.

Thank you

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