Iain Wright
Joined: 5/30/2024
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RE: FTSE Dividend date paid versus date actually received - which tax year?
Can I ask for further clarification ? My shares are held in an investment platform on a nominee name basis. Is the payment date for tax purpose the day the listed company paid the dividends to the nominee or the date (several days later) the nominee then paid me as a shareholder? Thank you -
RE: FTSE Dividend date paid versus date actually received - which tax year?
The SAIM5040 terminology is a bit hard to understand for a lay person. Could you be clearer - if a dividend is declared "paid" by a listed company on 27 March 2024 but not credited to my bank account until 22 April 2024 by my investment platform then it should be included in the 2023/24 CTC and not the 2024/25 CTC. Many thanks -
FTSE Dividend date paid versus date actually received - which tax year?
I have a FTSE listed share holding which states a dividend was "paid" was 27 March 2024, but the money was not paid into my account by my investment platform until 22 April 2024. My investment platform has not included the dividend in my Consolidated Tax Certificate for 2023/24. Which tax year should the dividend be included in, the year it was declared paid or the year I received it in my investment account.