Lagoo

Hello, I've been ploughing through the posts on this board and the information online and am left with these final few assets. I've gathered all the information to declare is on a spreadsheet, I just need to know which box to stick 'em in! Any help / hints greatfully received.

Pensions (I've never drawn any money from these)
1. I had a final salary pension from an employer I left 23 years ago but the administrators bought us all out so now I have a lump sum in a Personal Pension. It's the type where you can take out 20% tax free. I can invest in funds; any drawdowns after the initial 20% are treated as income. Other words used on the website: wrapper, portfolio, general investment account. It's a tidy sum.

2. An AVC pension plan I took out decades ago and have been paying into monthly. Apparently a 'Free Standing AVC Pension Plan'. I could take 20% of this as well and further drawdowns are income.

3. A 'Defined Contribution Pension' from a company I worked at for a few years. They paid into it but I didn't. The documentation says it's a 'IPP UK Post 95 Personal Pension'.

4. I worked for the NHS for a few years and paid into their pension scheme. I'll get some benefits when I reach retirement age.

S&S ISA
With Fidelity but its asset is a Blackrock fund. Potentially I don't have to declare this as I don't own any shares and it's worth less than €50k.


I'm going to continue reading the threads. There's a very long one of 82 pages, I'm only half-way through so if you have any insights from your declarations I'd be very grateful

Fred James

This might help

https://www.andalucia.com/forums/vie...p?f=42&t=30699

Lagoo

Yes it does indeed, saves me a bother of filling in 4 more screens.

And assuming the S&S ISA would go into the Securities section were it over 50k, then I'm finished

Fred thanks for your help here and in the mammoth 82 page thread too (which I'll to stop reading, phew!).

Notdunroamin

Paid someone to do mine, €60 very well spent

Lagoo

Well, I've had the spare time to do it alone