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Personal Finance

The Autumn 2017 Budget the main changes »
In this article we focus on changes and consultations announced in the Autumn 2017 Budget speech and supporting papers of relevance to financial advisers.
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.
Tax planning - chargeable event gains on UK investment bonds »
In this article it is assumed that the reader is conversant with the general rules surrounding top-slicing relief which could apply when a UK investment bond (Bond) is encashed/surrendered.
My PFS - Technical news - 24/10/17 »
Personal Finance Society news update from the 11th October to 24th October 2017.
My PFS - Technical news - 06/11/17 »
Personal Finance Society news update from the 24th October to 6th November 2017.
Charitable gifts and trusts »
Last month we looked at a case involving a charity, who was the beneficiary in remainder under a trust, taking the trustees to Court to obtain information about the trust. In fact, there have been many cases reported recently where charities have been involved in litigation, for which many have been roundly criticised.
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. 
Protection market review October 2017 part 2 »
Protection market review October 2017 part 2
Mortgage market review October 2017 part 2 »
Mortgage market review October 2017 part 2
My PFS - Technical news - 10/10/17 »
Personal Finance Society news update from the 27th September to 10th October 2017.

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