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Investment Bond - chargeable event- where on return?

imeldabyeimeldabye Well-KnownRegistered Posts: 147
Hi all, I have a client who has cashed in an investment bond from Zurich Assurance and has made a gain of around £14k, with tax treated as paid of around £2800.
Where do I put this on the return? I am unclear which section to use in the Capital Gains section. Thanks :001_smile:


  • JJH1969JJH1969 Feels At Home StaffordshireRegistered Posts: 110
    Its a supplementary page called Other UK income and goes under Life Insurance gains Box 4
  • imeldabyeimeldabye Well-Known Registered Posts: 147
    THanks so much for this!
  • LondinaLondina Experienced Mentor MAAT, AAT Licensed Accountant Posts: 814
    what about just a withdrawal during the year of 7%, is it a gain and does it have to be included in the self assessment?
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