HMRC's One to Many Letter: Investment income from financial institutions

HMRC’s Wealthy External Forum have issued a briefing to forum members in relation to a ‘One to Many letter’ about investment income from financial institutions. Where individuals are represented the letter will be sent to the agent. Unrepresented individuals will receive the letter directly. Letters are planned for issue during October/November 2020 although HMRC note the date of issue is subject to change.

• Briefing dated 15/10/20
• Letter to agent
• Letter to individual