Bonds and OEICs Taxation, Taxation of Unit Trusts and OEICS

Harrow, London North West, GB Check with seller

1 week ago 5 hits ID #118283


Offshore Investment Bond, Unit Trust and OEIC funds, Individuals when can a personal tax liability arise? When there is a chargeable event and again arises on it. There is no capital gains tax to pay on death. Unit trusts and OEICs have their acquisition cost uplifted to the date of death value. Any gains in excess the annual allowance are taxed at 20%. Explore more information on DNS Accountants.

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