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Personal Finance Society
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Technical articles | 26 Mar 2019
During 2018, the world’s central banks bought over 650 tons of gold, according to the World Gold Council. It was the second highest amount on record. Russia, Turkey, Kazakhstan and Hungary led this trend as they sold US Dollar reserves in preference for gold. One can argue about why they did this...
News items | 12 Mar 2019
Update for 21 February 2019 to 6 March 2019.
Technical articles | 26 Feb 2019
Pensions Freedoms have led to a fall in the number of retirees opting for an annuity – with clients instead favouring drawdown. A client specific retirement plan is therefore a necessity, not a luxury, in order to manage this seismic shift in retirement. Understanding how to manage investments in...
News items | 12 Feb 2019
News update for 24 January to 6 February 2019.
Technical articles | 29 Jan 2019
Her Majesty’s government has a special deal right now. Give the Treasury £100 and in 30 years’ time you will receive £64.36 back, allowing for inflation. Investors can’t get enough of it.
News items | 11 Dec 2018
News update from 22 November to 5 December 2018.
Technical articles | 24 Jul 2018
INTRODUCTION In part one of this two-part article, which looks at the opportunities for investing for children, we looked at the background to investing for children and at investments which can be held in the name of a child. In part two we will look at how investments which cannot directly b...
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...

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