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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 | 17 Jan 2018
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
Lectures | 02 Mar 2017
Mark Brownridge discusses how financial planners can use EIS within a financial planning context and he broke down some of the myths and misconceptions that surround EIS to help planners become confident in either starting to advise in this area or to increase their levels of business in this area.
News items | 28 Nov 2016
Personal Finance Society news update from 8 November to 21 November 2016 on taxation, retirement planning and investments.
News items | 10 Nov 2016
Personal Finance Society news update from 25 October to 07 November 2016 on taxation, retirement planning and investments.
News items | 31 Oct 2016
Personal Finance Society news update from 11 October to 24 October 2016 on taxation, retirement planning and investments.
News items | 31 Oct 2016
  Last week, the Personal Finance Society stepped up its campaign against scammers and fraudsters by joining the fight against cold calling for pensions and investments.
 

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