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Chargeable events hub

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

Date: 14 November 2024

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.

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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.

Chargeable event gains - top slicing relief

Watch our video to learn  how top slicing relief can reduce the income tax payable on a bond gain.