Have Tax Questions? Ask a Tax Expert for Answers ASAP
Hello and welcome to JustAnswer. I am here to help you. I am reviewing your question and will respond to you shortly.Many thanks
Thank you for your question.
Please accept my apologies for delay in writing.
Normally HMRC would view withdrawals on joint bonds as 50:50. If you can demonstrate that beneficial interest in the initial investment is in unequal share then you can report the withdrawal in that proportion.
You don't have to file a Form 17, which covers declaration of beneficial interests in joint property and income.
Have you considered transfer of marriage allowance. More information on this can be found here
I hope this is helpful and answers your question.
If you have any other questions, please ask me before you rate my service – I’ll be happy to respond.
Just checking to see if you need more clarification/information or have I answered your question.