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Question 41 - CTFA discussion

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Philip took out a qualifying onshore endowment policy for 20 years which he made paidup in year 9. This means that he may become personally liable to tax on the policy proceeds:

A.
At maturity
Answers
A.
At maturity
B.
If he makes a partial surrender
Answers
B.
If he makes a partial surrender
C.
If he assigns the policy to his wife
Answers
C.
If he assigns the policy to his wife
D.
On settlement of a critical illness claim
Answers
D.
On settlement of a critical illness claim
Suggested answer: A, B
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asked 16/09/2024
Sérgio Filipe Soares
43 questions
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