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Home / Simons-Taxes /Personal and employment tax /Part E3 Reliefs for investors /Division E3.3 Individual savings accounts /Administration / E3.338 ISA managers—taxation of invalid insurance policies
Commentary

E3.338 ISA managers—taxation of invalid insurance policies

Personal and employment tax

Rules1 exist to deal with invalid subscriptions to life policies. The effect is to tax such a policy in broadly the same way as a non-ISA policy of the same kind.

These rules apply where a policy has ceased to qualify, or did not qualify at the date the insurance was made, and a termination event occurs in relation to it2. Where a chargeable

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