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Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
How to report chargeable event gains on life insurance policies, including details on the annual qualifying policy if you're an insurer.
Find out how you should enter chargeable event gains from UK life insurance policies on your Self Assessment tax return.
This Tax Information and Impact Note amends the Life Insurance Qualifying Policies (Statement and Reporting Requirements) Regulations 2013 (SI2013/1820).
Use the IHT410 with form IHT400 to give details about any life insurance policies, annuities or investment bonds that the deceased made regular monthly or lump sum payments on.
Find out how to calculate gains on foreign life insurance policies and make entries on your tax return.
Check how to send life insurance Chargeable Event Certificates in electronic flat text file format to HMRC for gains occurring on or after 6 April 2002.
Use form D34 supplementary pages with form IHT100 if the trust transfer included any dealings relating to life assurance policies.
This tax information and impact note is about a policyholder who has generated a wholly disproportionate gain to apply to have the gain recalculated.
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