James Latham
Joined: 7/23/2023
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RE: Multiple Life Policy gains and Self Assessment
Thank you for your reply From this, the implication is that I must fill in a paper SA100 and post it to HMRC. Do you agree? However, in the spirit of “Self Assessment” I do feel I could provide the correct detailed information on the 3 policies (all 13 years duration) as a PDF attachment in the section “Any other information (Page 2 of 2)” of Self Assessment. I’ll have a think about it and thanks again for your help -
Multiple Life Policy gains and Self Assessment
We surrendered 3 Life Policies last tax year. It appears I can only enter the Gain information for one on Self Assessment. However, as all 3 policies had a duration of 13 years, I assume I can add the 3 gains together and enter the result into Self Assessment. Am I correct? Thank you