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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 personal tax and trusts.
Qualification unit
The objective of this unit is to develop knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process. Download 2017-2018 syllabus »  
Technical articles | 26 Oct 2017
Last month we looked at the subject of charitable legacies and the various ways a Will can be structured to ensure that not only the lower (36%) inheritance tax rate is achieved but that the testator's practical aims are achieved. 
Technical articles | 16 Oct 2017
In Part 1 of this series of 2 articles we explained that chargeable event gains made under life assurance policies (which includes capital redemption policies) owned by individuals or held on non-charitable trusts established by an individual, are potentially subject to income tax. In that articl...
Technical articles | 05 Jul 2017
Financial advisers, whether or not they have been involved in the setting up of an earlier trust, are frequently called upon to assist with financial matters after a client or a relative of a client has died.  Frequently there are questions with regard to the administration of a trust ...
Technical articles | 08 Jun 2017
According to the latest estimates, HMRC's inheritance tax receipts are to be about £4,637m for 2015-16, which is an increase of 22% from 2014-15. Since 2009-10 IHT receipts have increased year on year on average by 12% each year. Some of it is due to the nil rate band being frozen at £325,0...
CII Library | Book | Published 2017
Case study workbook for AF2, Business financial planning 2017-18 edition, by the Chartered Insurance Institute.
CII Library | Book | Published 2017
Case study workbook for AF1, Personal tax and trust planning, 2017-18 edition, by the Chartered Insurance Institute
Technical articles | 17 Aug 2016
The trust and taxation-related article in the previous issue highlighted the key points to bear in mind in connection with business protection trusts used in business succession planning.
 
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