Skip to main content
Search

Chargeable events hub

Toolkits to help you navigate the complex area of tax legislation.

Date: 14 November 2024

1 minute read

Chargeable event articles

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

Read articles

Chargeable event gains – excess events

Watch our video to understand more about the five percent tax deferred allowance and how to calculate excess events where this is exceeded.

Chargeable event gains – full surrender and segment surrender

Watch our video to learn how to perform a gain calculation for a full surrender or policy segment surrender.

Additional Technical Support

If you have a question that was not covered online, our expert team would be pleased to help. Simply click the button below, fill in the form and our technical team will aim to be in touch within 48 hours, between 8.30am-4.30pm, Monday-Friday. Or call the team on 02380 726010.

Request a call back