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- None - | 11 Mar 2013
A great deal has been written and talked about tax avoidance in the last couple of years. At the time of writing we are anticipating the introduction of the general anti-abuse rule (GAAR) and this is of particular concern to those involved in trusts. The proposal is that the new provisions ...
Technical articles | 28 Feb 2013
The PFS will be hosting two bespoke paraplanning conferences in late June and early July, in association with 7IM and Legal & General. Mark Hutchinson previews what promises to be a unique day of practical skills workshops, knowledge and networking for professional paraplanners...
Lectures | 25 Jan 2013
Will clients pay fees in the post RDR world?  What are the issues for intermediaries and their clients in a post RDR world? How might they be overcome followed by a general overview of the post RDR landscape, including regulatory developments.
Research | 03 Jan 2013
This report is the last in the CII Centenary Future Risk series; it identifies risks and discusses their implications for society, the insurance sector and financial services in general. 
- None - | 06 Nov 2012
In this article, which is the first in a series on the subject of the taxation of corporate investments, I will consider the subject in general terms.  In subsequent articles I will look at the tax treatment of specific investments.
- None - | 06 Nov 2012
The subject of advisers being liable for investment advice was recently in the news in connection with the Court of Appeal judgment in Rubenstein v HSBC Bank plc [2012] EWCA Civ 1184 CA (Civ Div) and provides a useful backdrop to a review of the subject of negligence generally.
Fact files | 31 Oct 2012
CII factfiles are concise, easy to digest but technically dense resources designed to enrich the knowledge of members. Covering  general insurance, life and pensions and financial services sectors, the factfile collection includes key industry topics  as well as less familiar or s...
Technical articles | 02 Oct 2012
With the chancellor publicly attacking tax avoidance schemes and a new general anti-abuse rule coming into play next year, John Woolley examines nthe current status of tax-efficient planning
News items | 01 Oct 2012
PFS members have elected a new president at the annual general meeting held at the CII headquarters in London, Aldermanbury in September.

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