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Personal Finance Society
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Qualification
The RQF Level 3 Certificate in Investment Operations provides the essential knowledge and skills needed by those working in a range administrative and operational investments roles.
Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.
Qualification unit
The objective of this unit is to develop a knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.&n...
Technical articles | 21 Mar 2013
In the previous articles in this series I have explained how investment life insurance contracts, such as a single premium bonds, would be taxed in the ownership of a company.  This month I will consider the tax implications where the investments owned by a company are collective inves...
Technical articles | 15 May 2013
Last month we considered the tax and legal fundamentals of trustee investment in the light of the tax changes taking place from 6 April 2013.  We concluded that the changes and the beginning of the new tax year should provide a good opportunity to contact trustee clients with a view to...
Technical articles | 22 Apr 2013
As announced in the Budget 2012, the additional rate of income tax paid by individuals has come down from 50% to 45% from 6 April 2013.  In line with this the rates of income tax paid by trustees of discretionary trusts have also reduced from 42.5% to 37.5% for dividend income that is ...
News items | 11 Jan 2016
Personal Finance Society news update from 2 December 2015 to 8 January 2016 on taxation, retirement planning, and investments.
Technical articles | 30 Nov 2015
Personal Finance Society news update from 18 November 2015 - 01 December 2015 on taxation, retirement planning, and investments.
News items | 09 Nov 2015
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.
 
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