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.
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.
Need more help?
Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing:
- Pensions technical queries – pensionstechnical@quilter.com
- Life and trust technical queries - taxandtrusts@quilter.com