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Personal Finance Society
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Technical articles | 25 May 2016
At the March 2016 Budget, the government announced its intention to change the tax rules for calculating chargeable event gains on part surrenders and part assignments for value under life assurance policies.  The problem here is that under the current chargeable event system, chargeab...
News items | 11 May 2016
Personal Finance Society news update from 27 April to 10 May 2016 on taxation, retirement planning and investments.
News items | 27 Apr 2016
Personal Finance Society news update from 13 April to 26 April 2016 on taxation, retirement planning and investments.
Technical articles | 13 Apr 2016
The changes to CGT rates from 6 April 2016, together with the pre-announced introduction of the changes to dividend taxation taking effect also from 6 April 2016, combine to cause investors and their advisers to seriously reconsider investment decision making.  The resulting conclusion...
News items | 12 Apr 2016
Personal Finance Society news update from 30 March to 12 April 2016 on taxation, retirement planning, and investments.
Technical articles | 05 Apr 2016
As will be widely known chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax under the chargeable events regime.
News items | 30 Mar 2016
Personal Finance Society news update from 16 March to 29 March 2016 on taxation, retirement planning, and investments.
News items | 17 Mar 2016
This was the third Budget within the space of 12 months. It threatened to be the most difficult of the trio because of constraints imposed by June's EU referendum and disappointing economic numbers. Nevertheless, the Chancellor managed to produce several surprises, including net taxcutsin 2017/18...
News items | 16 Mar 2016
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
 

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