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Personal Finance Society
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Technical articles | 01 Apr 2006
The main thrust of the Budget changes to trusts is that the IHT regime for accumulation and maintenance (A&M) trusts and interest in possession (IIP) trusts will become the same as that ...
News items | 02 Feb 2016
Personal Finance Society news update from 20th January to 2nd February 2016 on taxation, retirement planning, and investments.
Technical articles | 09 Nov 2015
Last month we looked at business protection trusts and how, if at all, these could be affected by the recently-announced changes to inheritance tax (IHT). This month we look at other matters related to business protection, as well as protection plans effected by businesses, in light of rece...
13 Oct 2015
We have recently reviewed personal protection trusts and this month we look at business assurance arrangements and how, if at all, these may be affected by the recently announced changes to inheritance tax (IHT).
01 Sep 2015
Now that we have the Finance Act 2015 and so the uncertainty of the changes to the taxation of relevant property trusts is over, it may be useful to review the use of trusts with protection policies.  Which trusts are still suitable? Are there any new developments? Is IHT planning usin...
CII Library | Book | Published 2017
Case study workbook for AF2, Business financial planning 2017-18 edition, by the Chartered Insurance Institute.
Technical articles | 01 Nov 2005
Barbara Gardener examines some aspects of using life policy trusts in the areas of family protection, inheritance tax mitigation and probate avoidance.  This article is intended for those who already have a basic understanding of life assurance trusts.  Choice of default beneficia...
Technical articles | 02 Jun 2015
The Chancellor's recent pre-election Budget brought the usual raft of changes to taxation for individuals and businesses alike. John Woolley looks at what's new…
News items | 11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.

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