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  1. Adviser
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Tech Matters


Award winning technical support for Financial Professionals

Taxation of investment bonds

Articles
  • UK investment bonds: taxation facts
  • Why do life assurance policies require insurable interest?
  • Full vs part segment surrender when withdrawing funds from a bond
  • Offshore bonds taxation explained
  • Summary Tax Liabilities for Bonds and Collectives
Q&A
  • How to calculate insurance bond gains: Q&A
  • Chargeable event gains and personal allowance Q&A
  • Insurance bond gains and capital gains in the same tax year: Q&A
  • Understanding the 5% tax deferred allowance for bonds Q&A
  • Chargeable event gains for bonds and starting rate for saving: Q&A
Videos
  • 5% tax deferred allowance
  • How do personal representatives administer bonds on death?
  • Taxation of investment bonds

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.