Bonds Taxation web-based learning AEGON UK

This communication is aimed at AEGON UK employees and professional financial advisers. It should not be distributed to, or relied upon by, private customers.

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Module 1 – Introduction to bonds taxation
Module 2 – What is a bond?
Module 3 – Life office taxation – onshore and offshore
Module 4 – What tax applies to onshore and offshore bonds?
Module 5 – How to work out the gain
Module 6 - How to calculate the gain using the 5% rule
Module 7 – How to take money from the bond
Module 8 – When does a tax charge on a bond arise?
Module 9 – How to calculate tax on the gain with top slicing
Module 10 – Exceptions
Module 11 – Quiz

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