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Personal Finance Society
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Learning Index

Pension contributions and end of year bonuses

24 January 2022
We are shortly approaching the end of year bonus season and unlike last year there are signs that many more employers will be paying bonuses this year with reports that for some, these may be substantial. 

Social care reforms and planning options

23 September 2021
This article provides a general overview of the changes that are due to come into force and outlines some of the planning opportunities whic ...

Taxation and trusts; New proposals to tackle promoters and enablers of tax avoidance schemes

23 September 2021
Update from 3 September 2021 to 16 September 2021  

Investment planning; Boom in holiday lets and more

23 September 2021
Update from 3 September 2021 to 16 September 2021  

Pensions; FCA publishes statement on reviewing DB transfer redress guidance

23 September 2021
Update from 3 September 2021 to 16 September 2021 

Taxation and Trusts; Stamp duty holiday not behind house price rise? »
Update from 20 August 2021 to 2 September 2021
Investment planning; EIS income tax relief: HMRC letter to investors and more. »
Update from 20 August 2021 to 2 September 2021    
Pensions; Living longer: impact of working from home on older workers. »
Update from 20 August 2021 to 2 September 2021    
Tax reliefs offered by enterprise investment schemes »
In this article we consider Enterprise Investment Schemes and look over what tax reliefs are available.  
Public Service Pensions rectification update »
The Government has recently made important steps towards the implementation of the public service pension schemes rectification.
Pensions; DWP publishes State Pension claimant figures and more. »
Update from 6 August 2021 to 19 August 2021    
Taxation and trusts; Mortgage prisoners: new FCA review  »
Update from 23 July 2021 to 5 August 2021  
Investment Planning; Borrowing to plan and more.  »
 Update from 23 July 2021 to 5 August 2021​
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