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Personal Finance Society
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News items | 29 May 2018
News update on taxation & trusts, pensions and investment planning, for the period 10 - 23 May 2018.
Technical articles | 29 May 2018
On 6 April 2016 we saw the move to the new flat rate state pension, which meant significant changes for those reaching state pension age. Some people would need to make up contributions to 35 years where they previously thought 30 would be enough and some will not receive anything because they ha...
Technical articles | 29 May 2018
On 6 April 2016 we saw the move to the new flat rate state pension, which meant significant changes for those reaching state pension age. Some people would need to make up contributions to 35 years where they previously thought 30 would be enough and some will not receive anything because they ha...
Technical articles | 01 May 2018
Now we are in the new tax year it will soon be possible to get a grip on what allowances are remaining from the 2017/18 tax year with regards to the annual allowance and to check pension contributions for the previous years.   For those not subject to the tapered annual allowance it should have b...
News items | 17 Apr 2018
Personal Finance Society news update from 29 March to 11 April 2018 providing the latest information on taxation and trusts, investment planning and pensions.
News items | 03 Apr 2018
Personal Finance Society news update from 15 - 28 March 2018 providing the latest information on taxation and trusts, investment planning and pensions.
Technical articles | 03 Apr 2018
A reminder of some of the less publicised changes to personal taxation, effective from 6 April 2018, which may impact on the clients of financial advisers.
News items | 16 Mar 2018
News update on taxation & trusts, pensions and investment planning, for the period 1 - 14 March 2018.
News items | 05 Mar 2018
Personal Finance Society news update 15 - 28 February 2018. Essential updates on taxation & trusts, investments and pensions.
 

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