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Personal Finance Society
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Technical articles | 01 Dec 2007
If gains have already been realised, it may still be possible to move them into the 18% tax world. Investment in an enterprise investment scheme qualifies for capital gains re-investment relief without limit, so tax on the pre-taper gain can be deferred until the scheme is realised (which c...
Lectures | 01 Oct 2007
New challenges and opportunities for political risk insurance. Lecture delivered by Yukiko Omura (Executive Vice President, MIGA (Multilateral Investments Guarantee Agency)) on 03 October 2007.
Technical articles | 01 Aug 2007
In the second and final part of his article on the value of historical analysis in portfolio construction, Ken Robertson discusses the consistency of returns over various timescales.  In Part One of this analysis (entitled Expectations, Realism and Patience,  A Retrospective Look ...
Technical articles | 01 Jul 2007
In response to the rise in short-dated gilt yields, National Savings & Investments has increased returns on its fixed-rate products. The five-year fixed-interest savings certificate (86th issue) now pays 3.85%, equivalent to 6.42% for a higher-rate taxpayer. The direct ISA now offers a ...
Technical articles | 01 Jul 2007
HMRC has issued draft proposals for raising the reporting limits of chargeable lifetime transfers and exempting trusts from delivering accounts for chargeable events on which no tax arises. Discounted gifts schemes arranged after 5 April 2007 with gross investments of up to £210,000 would n...
Technical articles | 01 Jun 2007
John Ellis has been involved with financial services regulation since his time in the Department of Trade and Industry in the 1980s.  On the eve of his retirement as CII director of public affairs, he tells Kevin Pratt about more than two decades of change.  John Ellis began worki...
Technical articles | 01 Jun 2007
In the first of a two-part article, Ken Robertson argues that past performance can teach us valuable lessons about structuring and managing an investment portfolio.  This article looks at investment returns from 11 standard asset classes over the past seventeen years.  It provides...
Technical articles | 01 Jun 2007
The FSA has published an insurance sector briefing on with-profits policies:
Technical articles | 01 Jun 2007
The offshore property investment company sector has fallen out of favour over the past year. Trusts from Standard Life, F&C and Invista (formerly Insight) are standing at discounts of between 9% and 18%.

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