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Part surrenders and assignments: periodic calculations: calculation required

Part surrenders and assignments: periodic calculations: related policies

Periodic calculations: excess events

Periodic calculations: example

Part surrenders and assignments: transaction-related calculations: part surrender or assignment events

Transaction-related calculations: example: part assignments for money or money’s worth

Transaction-related calculations: example: part surrenders followed by a gift part assignment followed by another part surrender in same year

Transaction-related calculations: example: part assignment for consideration in final year followed by surrender (to show gains limit calculation)

Transaction-related calculations: example: several relevant transactions in the final year

Part surrenders and assignments: policies and contracts made before 14 March 1975