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Personal Finance Society
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Technical articles | 02 Jun 2015
The Chancellor's recent pre-election Budget brought the usual raft of changes to taxation for individuals and businesses alike. John Woolley looks at what's new…
News items | 11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.
Technical articles | 10 Apr 2015
In his last pre-election Budget on 18 March the Chancellor announced a Government review of what he described as attempts to avoid inheritance tax through the use of deeds of variation. The review will report by autumn and will look at cases where individuals use deeds of variation to alter...
Technical articles | 13 Mar 2015
Given the current furore about tax avoidance and tax evasion, and the tabloids branding all manner of perfectly innocent tax planning strategies as "tax dodges", it is important to keep things in perspective. Nevertheless, some advisers may feel more comfortable with emphasising the non-tax...
News items | 25 Feb 2015
PFS news update from 11 February 2015 - 24 February 2015, covering taxation, investments, and retirement planning. Quick Links Taxation and Trusts Offshore accounts Deeds of variation and tax avoidance Diverted Profits Tax BPRA Schemes - Continued target by HMRC The ...
News items | 17 Feb 2015
Personal Finance Society news update from 28 January 2015 - 10 February 2015, covering Taxation, Investments, and Retirement Planning. Quick Links Taxation and Trusts General Anti-Abuse Rule Strengthening sanctions for tax avoidance Scottish property tax changes HMRC cl...
Technical articles | 03 Feb 2015
The last four articles were based on what many had all but accepted as the new regime for the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts.
News items | 02 Feb 2015
PFS news update from 14 January 2015 - 27 January 2015 covering taxation, pensions and investments. Quick Links Taxation and Trusts Online wills database made available to the public Consultation on early closure for tax enquiries Class 2 NICs will be payable via self-asses...
CII Library | Book | Published 2015
A comprehensive, single volume guide to the taxation of trusts and estates, including numerous worked examples and extensive references to source material and case law. The third edition has been updated for legislative and other changes up to 18 November 2015 (the date of Royal Assent to Fi...

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