Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5
April 2017 an additional IHT allowance is available in respect of a
residence which the testator owns or has owned in the past. This is
called the "residence nil rate band" (RNRB) and is given by an
increase in the standard nil rate band available to the individual.
Although the RNRB has also been referred to as the "main" residence
nil rate band, this is incorrect. For a property to qualify under
the RNRB legislation, it is sufficient for the property to have
been a residence (i.e. not necessarily a main residence) of the
deceased at some point.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute (CII) and IFC (International Finance Corporation), a member of the World Bank Group, have signed a memorandum of understanding, joining forces to tackle the protection gap faced by women, increase their knowledge of risk and access to insurance.
PFS: Consumers need guidance on scope of new Lisa product »
We welcome the launch of the Lifetime Isa (Lisa) as a bid to get
younger people more engaged in savings.
Mortgage market review April 2017 »
Mortgage market update for April 2017
Protection market review April 2017 »
Protection market update for
PFS calls for joint solution to FSCS and PII market flaws »
The Personal Finance Society (PFS) has called for a joint
solution to the flaws in the Financial Services Compensation Scheme
(FSCS) and professional indemnity insurance (PII) market as part of
its submission to an FCA consultation.
PFS calls on Govt to act swiftly to avoid state pension train crash »
PFS chief executive Keith Richards has issued a response
to John Cridland's Independent Review of the State Pension
Age report, which was released on 23 March 2017:
The need and demand for new talent and succession planning »
More than 300 member firms have already registered their interest in Aspire, our new financial adviser development programme, and I am pleased to say that we have 88 aspiring financial advisers prepared to commence the programme over the next few weeks.
CII appoints Matthew Connell as Director of Policy and Engagement »
The Chartered Insurance Institute (CII) has appointed Dr Matthew
Connell as director of policy and engagement - a role covering the
operations of both the CII and Personal Finance Society (PFS).
Hundreds of firms register interest in PFS development programme »
The Personal Finance Society (PFS) has received more than 300
registrations of interest in its new financial adviser development
programme in just five weeks since its launch.
Protection market review March 2017 »
Protection market update for
Mortgage market review March 2017 »
Mortgage market update for March 2017
New Alliance to enhance professionalism in financial services »
Three leading Chartered Professional Bodies have joined forces
to enhance and sustain the level of professionalism and trust in
the financial services sector.