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My PFS - Technical news - 21/11/16

28 November 2016
Personal Finance Society news update from the 8 November to 21 November 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.

Will planning - some practical considerations - Part II »

This month we continue to look at practical considerations surrounding making a will. In particular, we will look at the role of executors and trustees and at specific issues arising in connection with business assets and digital assets. We will also consider the pros and cons of avoiding probate by transferring assets to a trust during lifetime.

Ongoing lifetime allowance enhancements and reductions »

The lifetime allowance is one of many aspects of pension legislation that is getting ever more complex as we get further away from A-day in 2006. We are nearly 11 years on and it has gone up from £1.5 million to £1.8 million and now we are having to cope with a standard lifetime allowance of just £1 million. With this new reduction it is ever more important to understand any enhancement or reductions that can apply to this headline number.

Reducing income tax and capital gains tax with the help of pension contributions »

Most taxpayers, especially higher rate/additional rate taxpayers, would be happy to hear about the possibility of saving income tax and/or capital gains tax whilst at the same time benefiting from tax relief.  The key to this is the payment of contributions to a registered pension plan linked to the personal tax situation of the individual taxpayer.

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 »