Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National Conference on Thursday, making it the largest financial planning event of the year. The professional body will deliver an all-star lineup, with England footballers Beth Mead MBE and Lucy Bronze MBE joining President Carla Brown for an inspiring discussion of how they have overcome their own challenges, through unyielding determination, resilience, and ambition.

Scheme specific tax-free cash applies where the individual had a right to more than 25% tax-free cash entitlement on 5 April 2006 (A-day) and didn’t have any other transitional cash protections, i.e. as part of their enhanced or primary protections.   

With forthcoming inheritance tax (IHT) changes more individuals are likely to wish to carry out estate planning earlier. While there are a number of options available, a discounted gift trust (DGT) may be suitable for those who wish to retain access while reducing their overall taxable estate.

Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced this afternoon at a prestigious ceremony in London. The awards showcase excellence in financial planning, recognising the fantastic work delivered by advisers, paraplanners and their teams.