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Personal Finance Society
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Syllabuses | 01 Sep 2003
CII syllabus for SV1 Savings and investments 2003
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...
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
In this Insurance Institute of London (IIL) financial services lecture Mark Brownridge discussed 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 starti...
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.
 

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