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Personal Finance Society
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Technical articles | 05 Jul 2017
Financial advisers, whether or not they have been involved in the setting up of an earlier trust, are frequently called upon to assist with financial matters after a client or a relative of a client has died.  Frequently there are questions with regard to the administration of a trust ...
Technical articles | 08 Jun 2017
According to the latest estimates, HMRC's inheritance tax receipts are to be about £4,637m for 2015-16, which is an increase of 22% from 2014-15. Since 2009-10 IHT receipts have increased year on year on average by 12% each year. Some of it is due to the nil rate band being frozen at £325,0...
Technical articles | 17 Aug 2016
The trust and taxation-related article in the previous issue highlighted the key points to bear in mind in connection with business protection trusts used in business succession planning.
Syllabuses | 01 Jul 1996
CII syllabus for G10 Taxation and Trusts 1996
Technical articles | 08 Dec 2015
In this month's article we consider the tax implications which can arise in two situations under a life assurance single premium investment bond (Bond) on death, both of which can give rise to confusion.
11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.
25 Feb 2015
PFS news update from 11 February 2015 - 24 February 2015, covering taxation, investments, and retirement planning. Quick Links Taxation and Trusts Offshore accounts Deeds of variation and tax avoidance Diverted Profits Tax BPRA Schemes - Continued target by HMRC The ...
17 Feb 2015
Personal Finance Society news update from 28 January 2015 - 10 February 2015, covering Taxation, Investments, and Retirement Planning. Quick Links Taxation and Trusts General Anti-Abuse Rule Strengthening sanctions for tax avoidance Scottish property tax changes HMRC cl...
Syllabuses | 01 Oct 1995
CII syllabus for G10 taxation and trusts 1995.
 

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