📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Tax Efficient Life Insurance Plan - 2006

Options
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. 

Comments

  • Do you know if the policy has been written in trust?
  • Weighty1
    Weighty1 Posts: 1,210 Forumite
    Tenth Anniversary 1,000 Posts Name Dropper
    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?
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.2K Banking & Borrowing
  • 253.2K Reduce Debt & Boost Income
  • 453.7K Spending & Discounts
  • 244.2K Work, Benefits & Business
  • 599.2K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.6K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.