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  • RE: Chargeable event certificate

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  • Chargeable event certificate

    Following surrender of my life assurance policy i received a chargeable event certificate. When i surrendered there were still funds within the policy that did not price as they were illiquid / suspended, although these were expected to price and some value would be paid out at a later date. How do i account for this on my tax return, i already have a certificate for the full surrender, but it doesn't include funds i may or may not receive.