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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...
Technical articles | 20 Jan 2015
"The Stone Age did not end for lack of stone, and the Oil Age will end long before the world runs out of oil."
CII Library | Book | Published 2015
A Practitioner's Guide to Alternative Investment Funds offers practical guidance on legal and regulatory concepts (UK and US), asset classes and Tax regimes (UK and US). 
CII Library | Book | Published 2015
Contains the following four guides: Tax update and fixed interest securities, Collective investments onshore and offshore, Life assurance based investments onshore and offshore, and Financial Calculations. Relevant calculations are based on the 2015/16 tax year.
CII Library | Book | Published 2015
Despite enormous growth in alternative investment, performance measurement practices in this area are rough around the edges.  Performance analysts tasked with measuring and reporting the returns of alternative assets face issues regarding which return method to use, leverage that creates ne...
News items | 09 Dec 2014
PFS news update from 19 November 2014 - 2 December 2014 - taxation, investments and pension news.
Technical articles | 11 Nov 2014
There is a portfolio construction technique known as a "barbell strategy" which bond traders often use. It involves focussing the portfolio on only very short maturity bonds and very long maturity bonds in order to take advantage of mispricing. So as opposed to putting all of your portfolio...
Technical articles | 14 Oct 2014
"Buy and hold investing is dead"is a conversational hand-grenade that is guaranteed to start a heated discussion when lobbed into a group of investors. The arguments used in support of, or against the above statement cut to the heart of someone's approach to managing money. There is a ...
Technical articles | 16 Sep 2014
In the past decade or so, there has been a growing school of thought that, well, school needs more thought. Education in the UK does not reflect the modern world in which we currently live - the most popular complaint at the moment is the lack of computing science taught, given the imp...

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