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Life Insurance - Non-Withdrawn Dividends and Terminal Bonus Enquiry



Answer
Jacqueline
Posted 16 days ago by Jacqueline
Dear HMRC Admin, I hold a life insurance policy from Hong Kong that has accumulated dividends and a terminal bonus, which I have not withdrawn yet. Could you please clarify if I am required to report these non-withdrawn dividends and terminal bonus annually on my self assessment for UK tax purposes? Thank you for guiding me on this matter.
Answer
HMRC Admin 17 Response
Posted 9 days ago by HMRC Admin 17 Response

Hi ,
 
Please refer to the following Links & Guidance - :

HS321 Gains on foreign life insurance policies (2025)   .

Thank you .

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