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Tax Efficient Life Insurance Plan - 2006
PKWilts
Posts: 2 Newbie
Hello, Policy was taken out in 2006. Struggling to find details of the plan but it's still active. Have attempted to read on line about it but now more confused about the tax and unsure if I need to have done anything. Payments have been monthly since 2006. Thanks.
0
Comments
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Do you know if the policy has been written in trust?0
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Sounds like it's a Pension Term Assurance plan, which stopped being available at the back end of 2006. Having you been claiming tax relief on the pensions, cos if not then you should have been?0
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