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Personal Finance Society
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Technical articles | 01 May 2006
Richard Mattison outlines the tax changes that impact on pension investments.  The Finance Bill has introduced final regulations covering pension scheme investment in retail property and chattels (art, antiques, stamps, vintage cars etc), which were to be permitted as direct investment...
Syllabuses | 01 Sep 2005
CII syllabus for SV1 Savings and Investments 2005
Technical articles | 01 Aug 2005
Corporate investors have numerous factors to take into account when considering whether to invest available funds.  If they decide to proceed, they must also choose which, if any, retail investment wrapper would be most appropriate.  The aim of this article is to present advisers ...
Syllabuses | 01 Sep 2004
CII syllabus for SV1 Savings and investments 2004.
Syllabuses | 01 Sep 2003
CII syllabus for SV1 Savings and investments 2003
Market data | 30 Nov 2017
@ Copyright 22 November 2017. All rights reserved. This summary has been prepared very rapidly and is for general information only. The proposals are in any event subject to amendment before the Finance Act. You are recommended to seek competent professional advice before taking any action on the...
Lectures | 02 Mar 2017
In this Insurance Institute of London (IIL) financial services lecture Mark Brownridge discussed how financial planners can use EIS within a financial planning context and he broke down some of the myths and misconceptions that surround EIS to help planners become confident in either starti...
News items | 28 Nov 2016
Personal Finance Society news update from 8 November to 21 November 2016 on taxation, retirement planning and investments.
News items | 10 Nov 2016
Personal Finance Society news update from 25 October to 07 November 2016 on taxation, retirement planning and investments.
 

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