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Personal Finance Society
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Qualification
The RQF Level 3 Award in Long Term Care Insurance is a single unit qualification that develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Qualification
The RQF level 4 Certificate in Securities Advice and Dealing satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investme...
Qualification unit
The objective of this unit is to develop knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process. Download 2017-2018 syllabus » Download 2018-2019 syllabus » Prepare for success with En...
Technical articles | 21 Mar 2013
In the previous articles in this series I have explained how investment life insurance contracts, such as a single premium bonds, would be taxed in the ownership of a company.  This month I will consider the tax implications where the investments owned by a company are collective inves...
News items | 11 Jan 2016
Personal Finance Society news update from 2 December 2015 to 8 January 2016 on taxation, retirement planning, and investments.
Technical articles | 30 Nov 2015
Personal Finance Society news update from 18 November 2015 - 01 December 2015 on taxation, retirement planning, and investments.
News items | 09 Nov 2015
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.
News items | 22 Oct 2015
Personal Finance Society news update from 07 October 2015 - 20 October 2015 on taxation, retirement planning, and investments.
CII Library | Book | Published 2018
Booth and Schwarz: Residence, Domicile and UK Taxation, 20th Edition provides a crisp analysis of this constantly developing subject and expertly examines residence and other discal connections for individuals, companies, trusts and partnerships. The accessible style ensures the reader can quickl...
 
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