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Personal Finance

Mortgage market review December 2017

12 December 2017
Mortgage market review December  2017 

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Protection market review December 2017

12 December 2017
Protection market review December  2017 

My PFS Technical news 04/12/2017

12 December 2017
Personal Finance Society news update from the 21st November to 4th December 2017.

The Autumn 2017 Budget the main changes

11 December 2017
In this article we focus on changes and consultations announced in the Autumn 2017 Budget speech and supporting papers of relevance to finan ...

2017 Pensions Round-Up

11 December 2017
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 ...

Autumn Budget – 22 November 2017 »
@ Copyright 22 November 2017. All rights reserved. This summary has been prepared very rapidly and is for general information only. The proposals are in any event subject to amendment before the Finance Act. You are recommended to seek competent professional advice before taking any action on the basis of the contents of this publication.      CONTENTS Budget highlights 1 Business taxes 9 Introduction 2 Property taxes 13 Personal taxation 3 Value added tax 15 Pensions, savings and investments 6 Tax administration and compliance 16 Capital taxes 8 National insurance contributions 17
My PFS - Technical news - 28/11/17 »
Personal Finance Society news update from the 7th November to 20th November 2017.
Autumn Budget 2017 - at a glance »
An 'at a glance' briefing for CII members following the Autumn Budget.
Protection market review November 2017 »
Protection market review November 2017
Mortgage market review November 2017 »
Mortgage market review November 2017 
I can see into the future... »
It’s that time of the year again where the ‘crystal balls’ are hard at work. The next Budget is in sight and the rumours of culling higher rate tax relief are high on the prediction list. Not to be accused of predicting the same changes as last Budget(s), this time we are hearing that it may just be older people that will see the cut in tax relief with younger people possibly reaping the benefits.  Makes a change from hearing about PCLS losing its tax free status.
I can see into the future... »
It’s that time of the year again where the ‘crystal balls’ are hard at work. The next Budget is in sight and the rumours of culling higher rate tax relief are high on the prediction list. Not to be accused of predicting the same changes as last Budget(s), this time we are hearing that it may just be older people that will see the cut in tax relief with younger people possibly reaping the benefits.  Makes a change from hearing about PCLS losing its tax free status.
My PFS - Technical news - 06/11/17 »
Personal Finance Society news update from the 24th October to 6th November 2017.
Charitable gifts and trusts »
In Part 1 of this series of 2 articles we explained that chargeable event gains made under life assurance policies (which includes capital redemption policies) owned by individuals or held on non-charitable trusts established by an individual, are potentially subject to income tax. In that article we examined the position where a life assurance policy is not held under trust.
Charitable trusts and wills »
Last month we looked at the subject of charitable legacies and the various ways a Will can be structured to ensure that not only the lower (36%) inheritance tax rate is achieved but that the testator's practical aims are achieved. 
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