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Personal Finance Society
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Technical articles | 01 Mar 2008
Keith Billinghurst asks how advisers can open lines of communication with clients looking for jargon-free advice.  This article is based on the premise that only a small percentage of people understand the language that financial services businesses use to describe the selection of inv...
News items | 01 Feb 2008
Regulatory news bulletin for February 2008
Technical articles | 01 Jan 2008
Keith Robertson believes most investment advice is based on flawed assumptions and suspect mathematics.  He argues that advisers need to think again about how to discuss investment risk with clients so as to achieve optimum asset allocation.  Risk is not well understood by the maj...
Technical articles | 01 Jan 2008
Nondomiciled UK residents will soon have to choose between paying a £30,000 fixed fee to retain the remittance basis and paying tax on their income and gains like other UK residents.
Technical articles | 01 Dec 2007
If gains have already been realised, it may still be possible to move them into the 18% tax world. Investment in an enterprise investment scheme qualifies for capital gains re-investment relief without limit, so tax on the pre-taper gain can be deferred until the scheme is realised (which c...
Lectures | 01 Oct 2007
New challenges and opportunities for political risk insurance. Lecture delivered by Yukiko Omura (Executive Vice President, MIGA (Multilateral Investments Guarantee Agency)) on 03 October 2007.
Technical articles | 01 Aug 2007
In the second and final part of his article on the value of historical analysis in portfolio construction, Ken Robertson discusses the consistency of returns over various timescales.  In Part One of this analysis (entitled Expectations, Realism and Patience,  A Retrospective Look ...
Technical articles | 01 Jul 2007
In response to the rise in short-dated gilt yields, National Savings & Investments has increased returns on its fixed-rate products. The five-year fixed-interest savings certificate (86th issue) now pays 3.85%, equivalent to 6.42% for a higher-rate taxpayer. The direct ISA now offers a ...
Technical articles | 01 Jul 2007
HMRC has issued draft proposals for raising the reporting limits of chargeable lifetime transfers and exempting trusts from delivering accounts for chargeable events on which no tax arises. Discounted gifts schemes arranged after 5 April 2007 with gross investments of up to £210,000 would n...

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