Windsor Life - Taxation of life assurance bonds and unit trusts


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Taxation of life assurance bonds

Taxation of life assurance bonds and unit trusts

The Association of British Insurers (ABI) has produced a consumer leaflet about how individuals who have UK life assurance bonds and unit trusts may pay tax on these investments.

Please click here to download a copy of the leaflet. (111 Kb)

If you have a life assurance bond with Windsor Life, you may find the leaflet helpful. It explains the tax differences between bonds and unit trusts, and how they can affect taxpayers and those who don't usually pay any tax. The information for unit trusts also applies to other collective investments such as Open Ended Investment Companies (OEICs)

Please note that Windsor Life does not give advice on investment or tax matters. If you do need help regarding your individual circumstances we suggest you speak to an independent financial adviser or your accountant.