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My PFS - Technical news - 17/02/2015

17 February 2015
Personal Finance Society news update from 28 January 2015 – 10 February 2015, covering Taxation, Investments, and Retirement Planning.    Read more »

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

Whats new for trusts in 2015 »

Now that we know what changes are to be introduced to the IHT regime for relevant property trusts, and more importantly what changes are not to be introduced, we can stop panicking and get back to normal financial planning with some certainty.

Currency confusion »

"That would have been a great investment - pity about the currency though".

A simpler way of calculating Inheritance tax on trusts - part five »

The last four articles were based on what many had all but accepted as the new regime for the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts.

Taxation of Pensions Act: the final cut »

The Taxation of Pensions Act received the Royal Assent on 17 December 2014. Significant changes to the taxation of money purchase benefits will be implemented on 6 April 2015, well in advance of the General Election. Most of the headlines have concentrated on death benefits, but there is quite a bit more and not all of it has made life simpler for the practitioner.

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.

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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 »