Chargeable events tax guide offered by Clerical Medical

Titled “The taxation of life policies: An adviser’s guide to the chargeable events regime”, the revised guide offers investors’ with advise on how to save money and tackles topics including: Obtaining a personal pension for free Avoiding the age allowance trap Using investment bonds for higher education funding and inheritance tax planning Transferring a bond to save tax Significant rules for a bond held under trust Further information on how to reduce and even eliminate the tax liability on a chargeable event gain, along with guidance on how to complete a tax return succe...