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Chargeable event gain calculator

Date: 26 October 2022

1 minute read

Chargeable event gain calculator tool

This tool covers three methods of surrender: full bond surrender, partial surrender across all policies and full surrender of one or more individual policies.

For help using the tool please watch the video on the right.

Access chargeable event gain calculator

You will need

Next steps

Top slicing relief

Once you've calculated the gain, you can use our income tax calculator to work out the income tax that may be payable.

Open the income tax calculator

Additional material

We’ve broken down the complex subject of chargeable events into, easy to digest, quick reference guides. These guides cover the need-to-know facts and provide examples of the method.

View the reference guides

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