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Friday, 25 October 2013

Tax in with profits funds

Something I've been having a look at recently is tax deductions in with profits funds.  I had a recollection that at one stage the FSA made some statements about tax in with profits funds that caused some consternation amongst life insurers.  But I couldn't track it down.  I think I've found it and so I'm putting it on the blog.

As per usual with these things the tax section is lurking at the back in annex 5 paragraphs 6.43  -  6.45.  I'm pretty sure that the regulator eventually backed away from these proposals but it perhaps gives some guidance on how things could be done.

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