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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.
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.
- None - | 26 Oct 2016
Entering the buy-to-let mortgage market Brought to you by the CII's Society of Mortgage professionals, this new one day workshop held in London, Leeds and Birmingham is aimed at qualified mortgage advisers looking to expand into the lucrative buy-to-let market. Run by an experienced an...
26 Oct 2016
TIME is an award winning provider of investment solutions with our original Inheritance Tax (IHT) service boasting a 21 year track record of successfully achieving IHT savings for investors. Our service was one of the first to use BPR to offer IHT mitigation and holds the longest track ...
 
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