Tax Free Investments and the Inland Revenue

Feb 18, 2004 3 Replies

Do Investment companies who run ISA's (share not cash) and or Friendly Societys notify the Inland Revenue of the names of investors? If so why - as they are not taxable.


"TrEaSuRe" Societys notify the Inland Revenue of the names of investors? If so why - as

To consider whether the source of the monies has come from undeclared income or gains?

Without a hint of irony, "TrEaSuRe" Societys notify the Inland Revenue of the names of investors? If so why

Presumably to ensure you only have one running at a time?

In message , Doug Ramage writes

I think its to ensure that you dont contravene the contribution rules and limits. AFAIAA, the amounts invested arent recorded just the type and the fact that you have contributed. I cant see the IR being really worried about the source of no more than £7k p.a.

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