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Personal Finance Society
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News items | 05 Mar 2018
Personal Finance Society news update 15 - 28 February 2018. Essential updates on taxation & trusts, investments and pensions.
Technical articles | 16 Feb 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financial planning advisers will come across this issue when dealing with trusts or estate planning generally, especially when considering making gifts, but also wh...
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.
CII Library | Book | Published 2018
The new 2018 edition is your essential guide to help you navigate the ever-changingpensions landscape. It contains vital new information on a host of topics including Pensions Taxation for High Earners, NEST, Automatic Enrolment, Risk Management Exercises (including Transfer Incentive and Pension...
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 | 16 Oct 2017
In Part 1 of this series of 2 articles we explained that chargeable event gains made under life assurance policies (which includes capital redemption policies) owned by individuals or held on non-charitable trusts established by an individual, are potentially subject to income tax. In that articl...
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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