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Personal Finance

Mortgage market review May 2018

22 May 2018
Mortgage market update for May 2018

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Members receive exclusive discounts on CII tuition, courses and exam entry.

Protection market review May 2018

22 May 2018
Protection market update for May 2018

CII launches Aspire Apprenticeship Programmes

16 May 2018
The Chartered Insurance Institute (CII) has launched its Aspire Apprenticeship Programmes and invites employers to register their interest a ...

Domicile and trusts: review of recent changes II

15 May 2018
In this second part of an update on the recent changes related to domicile and trusts we will look at some specific planning strategies that ...

The helicopter perspective

15 May 2018
The world has increasingly become focused on the short term, and is at odds with our industry tenet of aiming for investment returns over th ...

My PFS - Technical news - 15/05/18 »
Personal Finance Society news update from 26th April to 9th May 2018.
My PFS - Technical news - 01/05/18 »
Personal Finance Society news update from 12th April to 25th April 2018.
Business succession planning and option agreements »
Introduction Business succession planning is relevant to sole proprietors, partnerships, limited liability partnerships (LLPs) and limited companies.  It is geared towards setting up a business protection arrangement to provide for the smooth transfer of a business interest in the event of a business owner’s departure from the business whether on death, critical illness or disability, planned or otherwise; and at the same time ensuring that appropriate financial compensation is provided to the deceased’s family (on death) or the incapacitated owner (eg in the event of critical illness).  In general, the implications for sole proprietors are different from those which apply for those who own a business with others.
Lifetime Allowance excesses »
With the drop in the lifetime allowance over recent years more and more of my conversations are focused on those that have exceeded the lifetime allowance. There are those that will not have applied or protection for one reason or another or invalidated protection they did apply for.
New tax year pension tasks »
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 been possible to get accurate figures before the end of the tax year for any money purchase schemes and contributions but for those subject to the taper any small amount of taxable income will have an impact to the available annual allowance and therefore use of any carry forward from previous years.
The insurance gender pay gap »
The CII analyses the insurance sector's gender pay gap and provides guidance to members on how to fix it.
Mortgage market review April 2018 »
Mortgage market update for April 2018
Protection market review April 2018 »
Protection market update for April 2018
My PFS Technical news 17/04/18 »
Personal Finance Society news update from 29 March to 11 April 2018 providing the latest information on taxation and trusts, investment planning and pensions.
Domicile and trusts: review of recent changes I »
A lot has happened in the last couple of years as regards the tax treatment of non-UK domiciled individuals as well as offshore trusts. Now that almost all of the changes have come into effect (the latest from 6 April 2018) it is a good time to review the issues relevant to those who are or have been affected by those changes. Principally we are concerned about individuals who are not domiciled in the UK but are either resident in the UK or own property here. This month we will concentrate on the fundamentals and next month we will consider some specific planning strategies that are still relevant.
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