This calculator is intended for adviser use only - it is not to be relied on by anyone else.
The purpose of this calculator is to illustrate how the potential net customer returns from investments in mutual funds, onshore bonds and offshore investment bonds compare under the Capital Gains Tax regime for the tax year 2008/2009.
As this calculator is intended to give a basic comparison only, it is important that you read the assumptions used in the calculations.
Important information
This calculator is for information only and does not constitute advice or a quotation. No guarantees are given or responsibility accepted for the effectiveness of any arrangements entered into as a result of using this calculator.
The output from the calculator is based on the information entered by the user. Standard Life accepts no responsibility for the assumptions the user makes.
The figures shown are for illustrative purposes only and tax should not be the sole consideration when recommending a product. A full consideration of the client’s requirements and a client specific illustration will be required prior to making a recommendation.
Any reference to legislation and tax is based on Standard Life’s understanding of law and tax practice in Ireland and the UK at the date of publication. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of this calculator.
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Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.
Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard
Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated
by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.
© 2008 Standard Life.