Enter details of interest from UK Unit Trusts or open-ended investment
companies (OEICs). Details of dividends should be entered in Capital Assets.
Interest from foreign unit trusts etc should be entered as foreign interest.
Company |
Enter the name of the company. |
Fund |
Enter the fund name. The minimum information required is a company name OR a fund name. |
Dates |
Not compulsory. If entered, the date of acquisition must be before the end of the tax year and the date of sale must be after the start of the tax year and after the date of acquisition. |
Paid Gross |
Tick the box if registered to receive interest gross (without deduction of tax). |
Details of each receipt may be entered separately or as a single total
for the year.
Gross Interest |
Enter the gross interest received (before deduction of tax). |
Tax Deducted |
Display only field. If interest is paid gross, the amount will be zero, otherwise it will be calculated at 20% of the gross interest. |
Date Received |
May be left blank. If entered, the date must be within the tax year. |
Units Held |
Optional. Enter the number of units held. If entering a single amount for the year, enter the units held at the end of the year. |
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