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tax on endowments

I'm want to cash in my endowment, i,ve made a small gain (under 10,000) would i be due to pay any tax

Comments

  • Mikeyorks
    Mikeyorks Posts: 10,379 Forumite
    Part of the Furniture 10,000 Posts Combo Breaker
    Only if there's a 'chargeable event' ..... which is unusual with endowment policies.

    You need to consult on that with your policy supplier when getting a surrender figure?
    If you want to test the depth of the water .........don't use both feet !
  • O.k. Many thanks.
  • ceeforcat
    ceeforcat Posts: 1,131 Forumite
    And, really only then if you are a higher rate taxpayer as there is generally deemed basic rate tax attached to that chargeable event.
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