Tax on Full Surrender

Tax on Full Surrender or Death

If the Capital Investment Bond is fully cash in (surrender), or if the bond comes to an end as a result of death of the life assured, there may be a liability to income tax on any gain. Again this would be subject to top slicing rules.

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A&J Wealth Management Ltd


Bigfrith Lane

Cookham Dean



01628 480200

© 2024 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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