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Personal Finance Society
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Technical articles | 01 Jun 2009
Life for savers has been pretty tough in the past year.  Those with large equity portfolios have been among those hardest hit, while even the idea of playing safe with money in the traditional high street banks has proved neither safe nor profitable for everyone.  For the past yea...
Technical articles | 01 Jun 2009
Under the current rules, authorised investment funds (AIFs) effectively fall into two distinct classes for income tax purposes:
News items | 01 May 2009
Technical news bulletin for May 2009.
Technical articles | 01 May 2009
The 2009 Budget has made a sensible change to the treatment of offshore fund distributions. The following applies to income payments from offshore funds made to individuals on or after 22 April 2009:
Technical articles | 01 May 2009
The 2009 Finance Bill (part 1, schedule 22) contains several important changes to the tax regime applicable to offshore funds. In defining an offshore fund, it removes all reference to the current legislation's timeframes and regulatory definitions in favour of focusing on certain character...
News items | 01 Apr 2009
A technical news bulletin for April 2009.
Technical articles | 01 Apr 2009
The current panic about stockmarket volatility may seem "old hat" to many advisers and investors. Anyone with a reasonably long memory will know that stockmarket volatility is nothing new and they may be inclined to dismiss concerns about the impact of stockmarket fluctuations on asset allo...
Technical articles | 01 Apr 2009
Tax elected funds
News items | 01 Mar 2009
Technical News PERSONAL FINANCE SOCIETY
 

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