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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...
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 2017
Case study workbook for AF2, Business financial planning 2017-18 edition, by the Chartered Insurance Institute.
Technical articles | 01 Feb 2005
The new 40% income tax relief on Venture Capital Trusts has greatly increased their appeal to investors.  Advisers should certainly be aware of how they can be included in client portfolios to maximise tax-efficiency and enhance the potential for profitable returns.  Richard Eliot...
Technical articles | 01 Jan 2005
After a great deal of uncertainty and considerable discussion, the dust is finally beginning to settle on how the new pre-owned assets income tax (POAT) rules will apply to life assurance policies effected in trust and, in particular, some of the more popular lump sum inheritance tax plans ...
Syllabuses | 01 Sep 2004
CII syllabus for G10 Taxation and trusts 2004.
Syllabuses | 01 Sep 2003
CII syllabus for G10 Taxation and Trusts 2003
News items | 06 Aug 2012
Recommended articles from the FS Xpress are: Statutory residence test HMRC updates share valuation manual IHT and non-domiciled spouses EU tax avoidance Liability for tax on a failed EBT scheme The Seed Enterprise Investment Scheme (SEIS) Dividends - the benefit of deferment ...

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