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Personal Finance Society
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Technical articles | 01 Jun 2007
John Ellis has been involved with financial services regulation since his time in the Department of Trade and Industry in the 1980s.  On the eve of his retirement as CII director of public affairs, he tells Kevin Pratt about more than two decades of change.  John Ellis began worki...
Technical articles | 01 Jun 2007
In the first of a two-part article, Ken Robertson argues that past performance can teach us valuable lessons about structuring and managing an investment portfolio.  This article looks at investment returns from 11 standard asset classes over the past seventeen years.  It provides...
Technical articles | 01 Jun 2007
The FSA has published an insurance sector briefing on with-profits policies:
Technical articles | 01 Jun 2007
The offshore property investment company sector has fallen out of favour over the past year. Trusts from Standard Life, F&C and Invista (formerly Insight) are standing at discounts of between 9% and 18%.
Technical articles | 01 May 2007
After months of rumour, HMRC has announced how it intends to handle people wanting to come clean on offshore accounts. The main concession is a limit on the penalty that will be applied to 10% of the outstanding tax. Outside the "amnesty", there is a somewhat theoretical maximum penalty of ...
Technical articles | 01 Apr 2007
Financial Solutions presents an analysis of the Budget, with particular emphasis on the implications for those providing financial advice.  This article covers the main changes of relevance to the financial services industry and financial advisers, including; Personal taxes; Corporatio...
Technical articles | 01 Feb 2007
HMRC is reported to have won another special commissioners case, forcing four banks (thought to be HSBC, HBOS, RBS and Lloyds TSB) to disclose details of offshore accounts of UK residents. This follows on from HMRC's victory over Barclays in 2006.
Technical articles | 01 Nov 2006
Wrapper allocation and taxation are major issues to consider when deciding which investment options are most suitable for any client.  Rob Fisher outlines the key considerations.  Nobody involved in serious investment planning can have failed to have learned about and used, in one...
Technical articles | 01 Aug 2006
Christopher Lean explores the issues facing an IFA in central Europe.  At first sight it would seem that there is little correlation between an IFA working in Prgaue and the UK compliance rules and Treating Customers Fairly (TCF) guidance from the FSA.  However, nothing could be f...
 

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