Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Technical articles | 01 Jan 2011
February and March are key planning months to maximise the use of an individual's allowances, reliefs and exemptions for the current tax year, especially as some will be lost if not used before the tax year end. Technical Connection's John Woolley provides hints on strategy...
Technical articles | 01 Sep 2010
In last month's edition, we looked at the improved scope for inheritance tax planning following confirmation that (i) an increase in the nil rate band to £1 million will not now take place and (ii) the nil rate band will remain at £325,000 until 5 April 2015.
Technical articles | 01 Aug 2010
In this second part of a series revising the fundamentals of trusts we look at the interest in possession trust and its current place in financial planning.
Syllabuses | 01 Sep 2001
CII syllabus for G10 Taxation and trusts 2001
Syllabuses | 01 Sep 2001
CII syllabus for G10 Taxation and Trusts 2002
Technical articles | 01 Dec 2009
HMRC put the pressure on tax avoidance and evasion: Changes to trust income accumulation rules: Equity raising - know your rights: The Pre-Budget Report (PBR) proposals on pensions tax relief.
Technical articles | 01 Dec 2009
UK resident non-domiciled investors can (with certain exceptions) access the remittance basis of taxation on foreign source income and capital gains through paying a yearly £30,000 charge to the UK tax authorities.
Technical articles | 01 Sep 2009
With the imminent arrival of the 50% top rate, investors should be alert to any asset class offering tax-free returns. So the scene is set for a surge of interest in venture capital trusts (VCTs).
Technical articles | 01 Aug 2009
John Woolley of Technical Connection explains how tax-planning can help mitigate the potential tax liabilities of a surviving spouse who inherits lump sum death benefits.  Introduction.  Registered Pension plans benefit from inheritance tax advantages.  They are normally cons...

Only show:

Search by date: