FAQs.

FAQs.

UPDATING YOUR PERSONAL DETAILS

GENERAL

GOING OVERSEAS

UPDATING YOUR POLICY DETAILS

PAYMENT OPTIONS

INCOME TAX STATEMENTS FOR 2021/2022

We’ve started the process of producing the Income tax statements for 2021/2022 and these should be sent to you by mid May-2022. 

These Income tax statements provide a breakdown of the premiums paid during the previous tax year (1-April 2021 to 31-March 2022). 

They can be used when preparing your income tax returns, in conjunction with your tax adviser, to determine how much (if any) of the premiums paid during the previous tax year are deductible for income tax purposes. 

Income Tax statements are only applicable to the following products: 

  • Indemnity Income protection. 
  • Disability income. 
  • Defined disability income.
  • Key person.
  • Optimal cover.
  • Rural disability income.
  • Business disability.
  • Business overheads.
  • Business expenses.

Please note, premiums for Agreed Value benefits are not included in the tax statements.