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Articles

My PFS - Technical news - 16/08/16

17 August 2016
Personal Finance Society news update from the 3 August to the 16 August 2016 on taxation, retirement planning, and investments.    Read more »

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

Business succession planning »

The trust and taxation-related article in the previous issue highlighted the key points to bear in mind in connection with business protection trusts used in business succession planning.

Brexit and Investment »

Where now for the UK? The referendum asked us whether we wanted to be 'in' or 'out', but not what kind of 'out' we wanted. This is unfortunate, as the question is a critical one for the future of our country. Politicians will have to infer an answer, knowing that the question was never properly debated. Do we want the 'lite' form of Brexit enjoyed by Norway, Switzerland and others, where nothing much changes? Brexit-lite would minimise economic uncertainty by maintaining existing trade arrangements with the European Union (EU); it would probably help foreign investment into the UK to resume and the Pound to recover much of its losses. Or do we want a more extreme, Canadian-style arrangement where we are clearly in control of immigration from the EU but, commercially, more isolated? This would take longer to negotiate, maximising economic uncertainty and prolonging weakness in the Pound.

Last word on business protection trusts »

As this is my last article in this series, I have been looking at the topics covered in the past, trying to decide which topic seems to be the most problematic and so deserving having one final go at.  Just then I received an enquiry about a shareholder protection arrangement which sounded distinctly odd. It was to be a share purchase arrangement involving a limited company effecting   a policy under a business trust and a cross option agreement.  So here goes.

Recent additions to the CII library »

A list of recent book purchases by month, from May 2012 onwards. To view these and print collection, please visit the library catalogue. Most of these books can be borrowed by CII members, and a postal service is available. For further information, please contact the library at knowledge@cii.co.uk or call 0207 417 4415/3574.

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 »