Taking money out of an offshore bond triggers a chargeable event gain, and the tax calculation is not straightforward. The 5% allowance, top-slicing relief, and segment assignment rules all interact.
These tools let you run the numbers yourself, so you can see where you stand before any conversation about planning options.
Are You Overpaying Tax on Withdrawals?
QuestionnaireQuick check to see if your current investment wrapper is costing you more tax than it should.
Offshore Bond Withdrawal Tax Estimator
CalculatorEstimate the tax cost of withdrawing from an offshore investment bond.
Top-Slicing Relief Calculator
CalculatorCalculate potential top-slicing relief on chargeable event gains from investment bonds.
Segment Assignment Calculator
CalculatorCalculate the tax saving from assigning offshore bond segments to a lower-rate taxpayer.
Tool
Loading tool...