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Personal Finance

Ongoing lifetime allowance enhancements and reductions »
The lifetime allowance is one of many aspects of pension legislation that is getting ever more complex as we get further away from A-day in 2006. We are nearly 11 years on and it has gone up from £1.5 million to £1.8 million and now we are having to cope with a standard lifetime allowance of just £1 million. With this new reduction it is ever more important to understand any enhancement or reductions that can apply to this headline number.
Will planning - some practical considerations - Part II »
This month we continue to look at practical considerations surrounding making a will. In particular, we will look at the role of executors and trustees and at specific issues arising in connection with business assets and digital assets. We will also consider the pros and cons of avoiding probate by transferring assets to a trust during lifetime.
Autumn statement 2016 »
This summary has been prepared very rapidly by Taxbriefs and is for general information only. It is recommended to seek competent professional advice before taking or refraining from taking action on the basis of the contents of this publication. The guide represents the authors understanding of the law and HM Revenue & Customs practice as at 23rd November 2016, which are subject to change. Quick links Highlights » Introduction » Economic background » Savings and pensions » Personal taxation » Business taxes » Welfare » Tax avoidance, evasion and compliance » Main income tax allowances and rates » Income tax rates and bands » National Insurance Contributions »
The CII responds to the Autumn Statement 2016 »
The CII responds to the Chancellor's Insurance Premium Tax increase announcement
Mortgage market review December 2016 »
Mortgage market update for December 2016
Protection market review December 2016 »
Protection market update for December 2016
HM Treasury definition of advice consultation »
The Personal Finance Society recognises the government's implicit endorsement of the benefits associated with more people being able to access information, guidance and advice in respect of their financial needs.  
Backstage with Keith Richards »
  It was with great pleasure last week, that we welcomed more than 600 members to two major events in Belfast and Newport.
My PFS - Technical news - 07/11/16 »
Personal Finance Society news update from 25 October to 07 November 2016 on taxation, retirement planning and investments.
Reducing income tax and capital gains tax with the help of pension contributions »
Most taxpayers, especially higher rate/additional rate taxpayers, would be happy to hear about the possibility of saving income tax and/or capital gains tax whilst at the same time benefiting from tax relief.  The key to this is the payment of contributions to a registered pension plan linked to the personal tax situation of the individual taxpayer.
CII launches new pension transfers qualification »
The Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist pension transfers advice.
My PFS - Technical news - 24/10/16 »
Personal Finance Society news update from 11 October to 24 October 2016 on taxation, retirement planning and investments.
Backstage with Keith Richards »
  Last week, the Personal Finance Society stepped up its campaign against scammers and fraudsters by joining the fight against cold calling for pensions and investments.
Will planning - some practical considerations »
We have looked at the tax considerations in will planning a number of times over the last couple of years and whilst these are, of course, of fundamental importance, many problems arise - judging from the types of question we are often asked as well as the types of case that end up in Court - from not enough attention being paid to practical issues. So over the next two months we will look at some of these issues.
Pension contributions and estate planning »
Different government, different agenda. The march towards simplification has now been halted in its tracks and replaced by objectives of 'fairness' and anti-avoidance. As such, it is timely to consider strategies which may now come under attack.



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