homeowners/engage bond

flopsy1973

my dad died in December and i am trying to get information to fill in a tax form my mum has been sent regarding my dads investments. He had a regular premium deposit based assurance bond taken out with homeowners back in 1982. i need to find out if this type of policy had interest and tax payable to it ? for the tax form. All my mum has is statements showing valuations over the years and engage are no help over the phone

also my dad had 464 barclays shares yet my mum has thrown all the dividend and tax vouchers so i need to know what the dividend and tax would have been on these between 5th april to 17 december???

many thanks for your help

xylophone

464 barclays shares

http://group.barclays.com/about-barclays/investor-relations/private-shareholders/dividends

You have advised Engage of your father's death? http://www.engagemutual.com/existing-customers/savings-investments/

flopsy1973

thanks for that yes i have advised them of his death but they will not tell me the most basic information over phone all i need to know was tax payable on that type of investment for the period above
as to the barc shares how do i work out the dates, i need the amount for april 5th to dec 17 ?

xylophone

the barc shares how do i work out the dates

Click on history in the link - look under payment date and amount.

over phone

Has the company not written to you concerning this policy now that your father's death has been advised? Do you need to provide a death certificate/grant of probate?

What kind of policy was this? Was it a savings plan as here? http://www.engagemutual.com/products/easy-save/at-a-glance/

flopsy1973

yes i have talked to them on the phone but they will not give me any details, i will send them the death certificate when we get it back from another company we are dealing with also. but in the meantime i am trying to get the details to fill in the form the inland revenue has sent my mum regarding my dads interest and tax on savings and investments.
it is not a isa the account was originally a homeowners 10 year savings assurance bond and since the premiums stopped it has just carried on growing. All i need to know is was there any tax or interest as such on this to declare on this ?

many thanks

xylophone

originally a homeowners 10 year savings assurance bond and since the premiums stopped it has just carried on growing. All i need to know is was there any tax or interest as such on this to declare on this ?

I do not quite understand what has happened here - if it was a 10 year investment, did the society not contact your father on maturity in 1992 so that he could claim the proceeds?

Or did he choose to re-invest?

flopsy1973

YES BUT HE just kept it in there ?

xylophone

Do you have a copy of the key features document relating to this policy?

flopsy1973

no i have copy of schedule , statements every year, and copy of prosperity plan bond from homeowners ?????