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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. Download AF1 October 2017 Exam Guide Important notice about case study workbook You can only purchase the case study workbook as part of Enrolment. Please refer to the related FAQs for ...
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 » Download 2018-2019 syllabus » Prepare for success with En...
Technical articles | 12 Jun 2018
A recent question asked by an adviser has raised an issue which, while seemingly straightforward, may not always be so.   Some time ago Mrs C created a “Bypass trust” as a potential recipient of the death benefits under her pension scheme. Like most such trusts, the trust was created with only £1...
News items | 29 May 2018
News update on taxation & trusts, pensions and investment planning, for the period 10 - 23 May 2018.
Technical articles | 15 May 2018
In this second part of an update on the recent changes related to domicile and trusts we will look at some specific planning strategies that are still relevant to those who are UK resident but not UK domiciled and not UK deemed domiciled. Before we get down to specifics though an update on the ca...
News items | 17 Apr 2018
Personal Finance Society news update from 29 March to 11 April 2018 providing the latest information on taxation and trusts, investment planning and pensions.
Technical articles | 17 Apr 2018
A lot has happened in the last couple of years as regards the tax treatment of non-UK domiciled individuals as well as offshore trusts. Now that almost all of the changes have come into effect (the latest from 6 April 2018) it is a good time to review the issues relevant to those who are or have ...
News items | 03 Apr 2018
Personal Finance Society news update from 15 - 28 March 2018 providing the latest information on taxation and trusts, investment planning and pensions.
Technical articles | 03 Apr 2018
As is well known, in the case of a member of a pension scheme dying aged 75 or over and a lump sum being paid to a personal discretionary/flexible trust (such as a by-pass trust), a 45% SLSDBC income tax charge will arise. On later payment of some or all of this amount to a beneficiary, the benef...
 
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