Unit Linked Plan: Taxation

We would strongly advise that tax advice is taken before proceeding. However, the following may prove helpful.

• Unit Linked Plan policyholders' funds pay no Guernsey Tax and no Guernsey Tax is deducted from benefit payments.
• Establish the tax implications for the policyholder in the country in which he/she is resident.
• Understand the tax implications for the policyholder when the benefits from the Plan are received.
• Guernsey has established agreements with a number of countries for the avoidance of double taxation on individuals. To view details of the agreements and the countries to which these apply click here to be directed to the States of Guernsey web pages.