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Personal Finance Society
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Technical articles | 01 Nov 2005
Barbara Gardener examines some aspects of using life policy trusts in the areas of family protection, inheritance tax mitigation and probate avoidance.  This article is intended for those who already have a basic understanding of life assurance trusts.  Choice of default beneficia...
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...
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...
20 Jan 2015
Now that tax planning with trusts is becoming ever more difficult, other reasons for setting up trusts have become more prominent and these include a desire to protect assets in the event of a divorce.  
30 Sep 2014
About a year ago we considered the subject of joint life protection policies in the light of the decision in Lim and others v Walia [2012], EWHC 4187(Ch) which caused considerable consternation amongst life assurance practitioners. Well, the Court of Appeal has now reversed that decision an...

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