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Personal Finance Society
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- None - | 26 Oct 2016
Entering the buy-to-let mortgage market Brought to you by the CII's Society of Mortgage professionals, this new one day workshop held in London, Leeds and Birmingham is aimed at qualified mortgage advisers looking to expand into the lucrative buy-to-let market. Run by an experienced an...
26 Oct 2016
TIME is an award winning provider of investment solutions with our original Inheritance Tax (IHT) service boasting a 21 year track record of successfully achieving IHT savings for investors. Our service was one of the first to use BPR to offer IHT mitigation and holds the longest track ...
25 Oct 2016
Our services are based on traditional values and revolutionary thinking. We provide retail clients with access to institutional quality portfolio management and do this by partnering up with the most successful risk managers in our industry. The Tavistock Investments Group has 300+ advi...
23 Oct 2016
Old Mutual Wealth is a wealth management business providing advice-driven solutions to customers in the UK, continental Europe and other international markets. We're the largest wealth management business in the UK by assets under management, overseeing £107.1bn in customer investment...
News items | 14 Oct 2016
Personal Finance Society news update from 27 September to 10 October 2016 on taxation, retirement planning and investments.
News items | 26 Sep 2016
Personal Finance Society news update from 13 September to 26 September 2016 on taxation, retirement planning and investments.
Research | 19 Sep 2016
Examines how the retail Sustainable, Responsible and ethical Investment (SRI) market got to where it is today and why accelerating the integration of ethical, social and environmental factors into retail investment planning makes sense.
News items | 14 Sep 2016
Personal Finance Society news update from 31 August to 13 September 2016 on taxation, retirement planning and investments.
Technical articles | 14 Sep 2016
At the 2016 Budget it was announced that the government would review the categories of permitted investments which could be held in a policy of life insurance, life annuity or capital redemption policy without it becoming taxable as a personal portfolio bond (PPB).

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