Self assessment ISA question | AccountingWEB

Self assessment ISA question

Hi All,

I have a client who has received an income distribution in the year from a Unit Trust held within a S&S ISA.  I have documents from Jupiter, the fund manager and these show an amount of tax deducted from the distribution to my client.  I was wondering why tax would have been deducted when the units were held within an ISA?  Any help on this would be vey much appreciated!

Normally I wouldn't include details of an ISA on the self assessment, but I take it I should in this instance?

Thanks very much in advance!



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ISA tax deduction

IanBrewster |
IanBrewster's picture

ISA question

Anonymous |