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Personal Finance Society
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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.
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.
News items | 16 Mar 2018
News update on taxation & trusts, pensions and investment planning, for the period 1 - 14 March 2018.
News items | 05 Mar 2018
Personal Finance Society news update 15 - 28 February 2018. Essential updates on taxation & trusts, investments and pensions.
News items | 14 Feb 2018
Personal Finance Society news update on taxation & trusts, investments and pensions for the period 1 - 14 February 2018.
News items | 31 Jan 2018
Personal Finance Society news update 18 - 31 January 2018, including information on taxation & trusts, pensions and investment planning.
News items | 17 Jan 2018
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
Technical articles | 26 Oct 2017
Last month we looked at the subject of charitable legacies and the various ways a Will can be structured to ensure that not only the lower (36%) inheritance tax rate is achieved but that the testator's practical aims are achieved. 
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 ...
 

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