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This flowchart will enable you to identify the party who will be taxable for chargeable event gains for an Onshore or Offshore investment bond. This guide is not suitable for investment bonds held by companies.

Quick Reference guide – IHT

  • Type: pdf
  • Ref: 25125
  • Published: 26/11/2021

Tax effects of policy ownership and insured events for Belgium

  • Type: pdf
  • Ref: 4597
  • Published: 25/11/2021

Knowledge Direct – Taxation of Investment Bonds – Guide 8

  • Type: pdf
  • Ref: 21041
  • Published: 25/11/2021
This guide will provide you with an understanding of full bond surrenders for Onshore or Offshore investment bonds. This guide is not suitable for investment bonds held by companies.