Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death

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Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death

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This Technical Sales Briefing (TSB) looks at the income tax position on the death of a policy owner and the role of the PRs and includes comment on how single premium bonds can be set up to provide planning opportunities to manage the incidence of chargeable events.
Tax and regulatory Literature/technical sales aids and literature
Technical Sales Briefing – Personal Representatives and the Payment of Tax on Death

UWS PR 0066