Self Assessment for the Estate of a Deceased Person

I am the executor of my father's estate. I have registered for Self Assessment for him. I have received two Chargeable Events Certificates after encashment of life assurance bonds. Do I report these on the self assessment for my father on the main form and the additional information form SA101? I also need to report gains made by the estate in the period between the issue of probate and the distribution of proceeds to individuals. The estate qualifies as a 'complex' estate so do I report these gains on form SA900? Do I also report these gains in the self assessment of keep the reporting separate? Thank you.

Hi yardleypete Jones
If the chargeable events were cashed in whilst he was alive then yes, if not they form part of the estate income and should be declared along with all other estate income.
Please see guidance here:
Dealing with the estate of someone who's died
Thank you. 

Thank you for your response. To clarify, the chargeable events are the result of two life assured bonds in the name of my late father which were held for twenty years, and then encashed after my father's death in August 2024 and I am told are to be charged to my late father's tax liability for the financial year of his death 24/25. HMRC have set up a self assessment in my late father's name with a UTR. So do I report them on the 24/25 self assessment for my father on additional information form SA101? Secondly, is SA900 the correct form to report capital gains the estate accrued between the issue of probate and distribution to beneficiaries? Many thanks.

Hi,
The answer is yes to both.
Thank you.