For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.
Once the gain is known should you need to estimate the tax that will be due on the gain you can use our Tax Relief Modeller.
The tool estimates your client’s bond gain based on the information used. The results of this tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t consider all the possible circumstances that could impact your clients.
Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.
Get started and try the Bond Gain Tool
Please note - you need to enable macros to use the tool.
Submit your details and your question and one of your Account Managers will be in touch.