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Personal Finance

Shifting sands

16 February 2018
We suspected that a rise in market volatility was likely in 2018 – but of course, no-one knew how or when it would play out. That risk seemed very far from investors’ collective consciousness as global stockmar ...

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Settlors and problems with mental capacity

16 February 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financi ...

My PFS - Technical news - 14/02/2018

14 February 2018
Personal Finance Society news update from the 1st February to 14th February 2018.

Tax-Year-End planning for individuals

05 February 2018
TABLE OF CONTENTS Introduction Income tax Capital gains tax Inheritance tax Using tax-efficient investments Pensions End of year tax planni ...

Pensions and divorce

02 February 2018
Pension simplification in 2006 and then pension freedoms in 2015 have changed the face of retirement so significantly that their impact on o ...

My PFS Technical news 06/02/2018 »
Personal Finance Society news update from the 18 January to 31 January.
Protection market review January 2018 »
Protection market update for January 2018
Mortgage market review »
Mortgage market update for January 2018
Seven scenarios for seven stockmarkets »
Global growth can easily be described as ‘humming’ and the world seems to have confidence in that growth, be that trade led or domestically driven through consumption. It’s also synchronised – it’s taking place in each of the major regions of the world, which is even more positive for financial markets.
Trusts and attempts to avoid creditors »
One of the reasons for setting up a trust is to set aside property as separate from one’s personal assets. One of the benefits of this is that assets which are held in a trust are protected from creditors, for example should the settlor become insolvent or be declared bankrupt. However, there are limits on such protection as explained below.
My PFS - Technical news - 23/01/18 »
Personal Finance Society news update from the 5th December to 17th January 2018.
Mortgage market review December 2017 »
Mortgage market review December  2017 
Protection market review December 2017 »
Protection market review December  2017 
My PFS Technical news 04/12/2017 »
Personal Finance Society news update from the 21st November to 4th December 2017.
2017 Pensions Round-Up »
As years go 2017 hasn’t been the worst year for pensions even with three Finance Bills being published but there have been some significant and some less significant changes to comment on. I can’t comment on all of the changes but here is a selection of some of those of more importance.
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