Benefits Tax Information

Overview

In the United Kingdom, benefits paid by your employer on your behalf, such as private medical insurance are classified as benefits-in-kind. These benefits are taxable in line with HMRC rules.


Medical – Bupa Healthcare

Fisher Investments Europe pays the annual membership premium on your behalf. As set out below, this cost is determined by selected membership category and age.

Membership Category (under 65)

Annual Cost (paid by Fisher)

Single

£1,583.15

Couple

£3,166.31

Family

£3,957.88

Single parent family

£2,374.72



Membership Category (age 65+)

Annual Cost (paid by Fisher)

Single

£3,799.57

Couple

£7,599.13

Family

£7,599.13

Single parent family

£7,599.13

Dental – Unum

Fisher Investments Europe pays the annual membership premium on your behalf. The cost depends on our selected membership category.

Unum Radiant Extra 4

Membership Category

Annual Cost (paid by Fisher)

Single

£296.64

Couple

£593.28

Family

£889.92

Single Parent

£593.28



Unum Clear Extra 2

Membership Category

Annual Cost (paid by Fisher)

Single

£178.08

Couple

£356.16

Family

£534.24

Single Parent

£356.16

Travel Insurance – Crispin Speers

You are responsible for paying the annual membership cost for yourself and your dependants each plan year from 1 April to 31 March.

Membership Category

Annual Cost

Single

£70.84

Couple

£99.13

Family

£116.35

Single Parent

£99.13

Health Assessments – Bupa

Fisher Investments Europe covers the annual assessment cost for you and your qualified dependants.

  1. There are no tax implications for your personal health assessment.
  2. HMRC requires us to report any assessments attended by your qualified dependants as a benefit-in-kind. You will be responsible for paying tax on the cost of these assessments.
  3. Fisher will fund one assessment per plan year 1 April to 31 March, for you and your qualified dependants.

Assessment

Annual Cost (paid by Fisher)

Be.Ready

£455

Be.Reassured

£574

Be.Ahead

£766

Be.Reassured + Mammogram

£726

Be.Ahead + Mammogram

£918

Mammogram

£152

Gym Subsidy

Fisher Investments Europe contributes up to £50 per month towards your gym membership. This contribution is treated as a benefit-in-kind and you will pay tax on the value of the subsidy.

More Information

Everyone’s tax situation is different. For further information about benefits-in-kind or the tax treatment of employee benefits, please contact HMRC or visit  www.gov.uk.