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Hello
I was hoping that someone out there may have had experience of these situations. They are not clients, they are friends/colleagues who know I am undertaking the qualifications and so keep asking me questions. Rather than say I can't help (as they may become clients later!!) I have said that I will find out for them. However after looking at the HMRC website, I think I know the answer, but wanted to check in case I have misunderstood as I do not want to give them the wrong answer.
1st Question:
The lady in question has a basis period of 12 months to 30th June. She wants to change this to 5th April. From what I understand from the website, because it would be a 21 month period, she would need to do a 12 month return until the end of June 2011 and then a 9 month return from June 2011 to April 2012 - am I correct?
2nd Question
Am I right in that if a person receives a bequest from a will - they have received 2 this year, one a set amount and one a proportion of the estate, then they need to declare them on the SA return?
Thanks for any help anybody can offer
Kind regards
Sandra
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