Session 005: Calculating the tax liability - Individuals and non-bare trusts | M&G Wealth Adviser
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Session 005: Calculating the tax liability individuals and non-bare trusts

11 Mar 25 5 min read

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Since the 2022 Autumn Statement there’s been an increased demand for information about onshore and offshore bonds. In response to this, we’ve designed six bite-sized sessions covering the basics of bonds and some of the more technical aspects like taxation.

This is the fifth session of the six-part series.

Barrie Dawson (Senior Technical Manager, M&G)
Neil Macleod (Senior Technical Manager, M&G)

In this session we look at tax calculations for individuals and non-bare trusts, top-slicing relief, deficiency relief and time apportionment relief.

60 minute video (approximately)     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Calculate the tax liability for individuals and non-bare trusts
  • Understand the mechanics of top-slicing relief, deficiency relief, time apportionment relief and when they'll apply

Download the slides         Visit the Q&A page

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