Clerical Medical is launching a new guide covering chargeable events taxation on life-wrapper policies following demand from advisers and their clients.
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:
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 successfully, are also included.
Neil Edwards, senior tax and financial planning adviser at Clerical Medical says: “With all the confusion that exists around the taxation arrangements for life insurance policies and investment bonds in the UK, we decided to take the initiative and provide a definitive guide for the industry.”IFAonline
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