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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 unit
The objective of this unit is to develop an understanding of group risks, including the operations of such schemes and their features and taxation. Download 2018-2019 syllabus (PDF) Printed and digital options By purchasing the ‘Printed and digital’ option, you will incur an additional charge for...
Qualification unit
The objective of this unit is to develop an understanding of corporate taxation and businesses. Download J03 April 2018 exam guide (PDF) Download J03 October 2018 exam guide (PDF) Download the 2018/19 syllabus (PDF) Assessment  2 hour exam Written short answer questions 55% nominal pass mark (th...
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 2018/19 syllabus (PDF) Download 2018/19 exam guide (PDF) Assessment  1 hour e...
News items | 09 Apr 2019
Update from 21 March 2019 to 3 April 2019.
Technical articles | 09 Apr 2019
In this article we focus on some changes to taxation, effective from 6 April 2019, of relevance to financial advisers and their clients.
News items | 26 Mar 2019
Update from 7 March 2019 to 20 March 2019.
News items | 12 Mar 2019
Update for 21 February 2019 to 6 March 2019.
Technical articles | 12 Mar 2019
The run up to the tax-year end is a good time to consider tax planning to maximise the use of an individual’s allowances, reliefs and exemptions for the current tax year.
 
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