Our Technical Team has put together the resources below to help you navigate this complex area of tax legislation and achieve the best outcome for your clients.
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.
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.