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Articles

My PFS - Technical news - 20/01/2015

20 January 2015
Technical news update covering taxation, investments and retirement planning news and events from 3 December 2014 to 13 January 2015.    Read more »

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Trusts shams and divorce »

Now that tax planning with trusts is becoming ever more difficult, other reasons for setting up trusts have become more prominent and these include a desire to protect assets in the event of a divorce.

 

Oil »

"The Stone Age did not end for lack of stone, and the Oil Age will end long before the world runs out of oil."

A simpler way of calculating inheritance tax on trusts - part four »

This is the fourth and final article in the series of articles on HMRC's proposals to simplify the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts established on or after 7 June 2014.

Beware the annual allowance charge »

With all the talk of the new pension flexibilities, it would be easy to ignore the creeping, but potentially damaging impact of the modified annual allowance.

Insurance Institute of London

The Insurance Institute of London (IIL) aims to raise the levels of professional knowledge of those working in insurance in London and assists members in their career development and supports the role and work of the CII. Podcasts, videos and lecture notes from past IIL lectures are available on this site.


IIL lectures »

Policy and Public Affairs

The CII is committed to enhancing the reputation and standing of the insurance and financial services sector. To support this, Policy and Public Affairs produce material covering a wide range of subjects including UK and European regulation, industry developments, legislation and regular public affairs updates.


Policy research »