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Personal Finance Society
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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.
News items | 26 Feb 2014
My PFS technical news update from 12 February - 25 February 2014.
01 Jun 2012
This session identifies the growing market for IHT and asset protection planning and the solutions for the baby boomers who now own 80% of the UK wealth. 
News items | 01 Apr 2012
Taxation and Trusts You should be aware of the following: HMRC decides smartphones can be treated as mobile phones  Until now it has been unclear whether the new generation of smartphones, such as i-Phones and Android phones, are to be treated as mobile phones, personal digital...
News items | 01 Dec 2011
Taxation and Trusts You should be aware of the following:

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