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Chargeable events 

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 Gains Calculator

A tool to help you calculate the chargeable gain on a UK investment bond. Including easy-to-follow ‘how to’ videos.

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Quick reference guides

All our relevant explanatory literature, flyers and sales aids on chargeable events.

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Chargeable event gains - Income tax calculator

Calculates the income tax payable, after available reliefs, for one or more chargeable event gains on a life or redemption policy.

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Financial Adviser Verification