Investment Bond - chargeable event- where on return?

imeldabye
imeldabye Registered Posts: 147 Dedicated contributor 🦉
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:

Comments

  • JJH1969
    JJH1969 Registered Posts: 110 Epic contributor 🐘
    Its a supplementary page called Other UK income and goes under Life Insurance gains Box 4
  • imeldabye
    imeldabye Registered Posts: 147 Dedicated contributor 🦉
    THanks so much for this!
  • Londina
    Londina Registered Posts: 814 Epic contributor 🐘
    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?
Privacy Policy