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Personal Finance Society
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Qualification unit
The objective of this unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.
Technical articles | 16 Feb 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financial planning advisers will come across this issue when dealing with trusts or estate planning generally, especially when considering making gifts, but also wh...
Technical articles | 05 Feb 2018
TABLE OF CONTENTS Introduction Income tax Capital gains tax Inheritance tax Using tax-efficient investments Pensions End of year tax planning reminders 12 quick new tax year tips
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.
News items | 31 Oct 2016
Personal Finance Society news update from 11 October to 24 October 2016 on taxation, retirement planning and investments.
News items | 31 Oct 2016
  Last week, the Personal Finance Society stepped up its campaign against scammers and fraudsters by joining the fight against cold calling for pensions and investments.
 
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