This site is for financial advisers only, Click here for the consumer site.

Share
Print
Print Share

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. 


Calculator

Chargeable Gains Calculator

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

Find out more
Form

Quick reference guides

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

Find out more
Calculator

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.

Find out more

Financial Adviser Verification