js2

My experience is that you will receive chargeable gain certificates from the manager of the investment bond. Sometimes they arrive very quickly, sometimes they take much longer. I suggest ringing HMRC and suggesting that you want to complete SA100 and SA101. This might save months of slow decision making. Add together all the gains, and enter that number on SA101. Make a table of the investment bond managers, numbers, gains, assumed taxes, and years and write it into the "Other Information" box on SA100. Don't do any top-slicing calculations yourself. These are done by HMRC. Will it work? Don't know. We post our SA100/SA101 forms tomorrow.

I have roughly £400 overseas interest and £700 excess reportable income (interest), both untaxed. Also I have a small foreign share dividend from Santander shares, but no other foreign income. I believe that for larger values the overseas interest and excess reportable income would be reported on the foreign income self-assesment pages in the interest section. Because the sum is less than the £2000 threshold, can I treat these as "untaxed foreign interest up to £2000" and report on the UK interest section of the self assessment return?

My father died 2020 leaving everything to my mother (They were married). She obtained probate. Most of the administration completed, but one investment OEIC is still "Estate of Mr X". My mother died recently and we are completing IHT forms. Is it necessary to complete the "IHT415 Interest in another estate" form, or is it acceptable just to include this OEIC holding in "IHT411 listed stocks and shares" form?