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Personal Finance Society
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News items | 14 Feb 2018
Personal Finance Society news update on taxation & trusts, investments and pensions for the period 1 - 14 February 2018.
News items | 31 Jan 2018
Personal Finance Society news update 18 - 31 January 2018, including information on taxation & trusts, pensions and investment planning.
News items | 17 Jan 2018
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
CII Library | Book | Published 2018
The new 2018 edition is your essential guide to help you navigate the ever-changingpensions landscape. It contains vital new information on a host of topics including Pensions Taxation for High Earners, NEST, Automatic Enrolment, Risk Management Exercises (including Transfer Incentive and Pension...
Technical articles | 26 Oct 2017
Last month we looked at the subject of charitable legacies and the various ways a Will can be structured to ensure that not only the lower (36%) inheritance tax rate is achieved but that the testator's practical aims are achieved. 
Technical articles | 16 Oct 2017
In Part 1 of this series of 2 articles we explained that chargeable event gains made under life assurance policies (which includes capital redemption policies) owned by individuals or held on non-charitable trusts established by an individual, are potentially subject to income tax. In that articl...
Technical articles | 05 Jul 2017
Financial advisers, whether or not they have been involved in the setting up of an earlier trust, are frequently called upon to assist with financial matters after a client or a relative of a client has died.  Frequently there are questions with regard to the administration of a trust ...
Technical articles | 08 Jun 2017
According to the latest estimates, HMRC's inheritance tax receipts are to be about £4,637m for 2015-16, which is an increase of 22% from 2014-15. Since 2009-10 IHT receipts have increased year on year on average by 12% each year. Some of it is due to the nil rate band being frozen at £325,0...
CII Library | Book | Published 2017
Case study workbook for AF2, Business financial planning 2017-18 edition, by the Chartered Insurance Institute.
 

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