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Personal Finance

Chargeable event gains - Who is assessed and liable for tax? »
Income tax can be charged on gains treated as arising from certain life assurance policies, capital redemption policies and annuities. In this article and the next article we consider the circumstances in which persons are assessed on those gains and so may be liable for the payment of any income tax.  The articles will not cover annuities or company-owned policies (gains to UK companies are taxed under the loan relationship rules) and the expression 'life assurance policies' includes capital redemption policies.
My PFS - Technical news - 29/08/17 »
Personal Finance Society news update from 16th to 29th August 2017.
Disclosure of trust information »
As trusts become more popular as part of estate planning an adviser is likely to come across clients who may be beneficiaries or/and trustees of existing trusts. Extraordinarily it is not uncommon to find that trustees are not totally familiar with the trusts they administer, let alone understand fully their duties and responsibilities. However, more often one comes across an individual who is a beneficiary of a trust but has little information about the trust.
Protection market review September 2017 »
Protection market update for September 2017
Mortgage market review September 2017 »
Mortgage market update for September 2017
SMCR resource hub »
A page of materials to make sense of the Senior Managers & Certification Regime (SMCR) that will soon underpin the regulation of important staff within all financial services firms.
My PFS - Technical news - 15/08/17 »
Personal Finance Society news update from 2nd to 15th August 2017.
Demand for pension transfer qualification soars as over 500 sign up to certificate in first week »
Over 500 personal finance professionals have signed up to the Chartered Insurance Institute's (CII) pension transfers qualification in the first week of its launch following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
Mortgage market review August 2017 »
Mortgage market update for August 2017
Protection market review August 2017 »
Protection market update for August 2017
My PFS - Technical news - 18/07/17 »
Personal Finance Society news update from 5th to 18th July 2017.
Life insurance policies »
We have recently received a few enquiries with regard to the application of time-apportionment relief (also referred to as 'non-resident relief'), with particular reference to UK life policies and the effect that certain transactions under policies can have on the relief.  In this article we provide an overview of the position.
Retirement Outcomes Review Interim Report »
The Retirement Outcomes Review Interim Report published by the FCA runs into 122 pages and invites responses to numerous questions raised throughout. The deadline for these responses is the 15 September 2017 with the full report due out in the first half of 2018. The interim report looks into how the retirement income market is evolving after the introductions of the pension freedoms.
CII to launch new pension transfers qualification »
The Chartered Insurance Institute (CII) is preparing the launch of a new pension transfers qualification following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
My PFS - Technical news - 4/07/17 »
Personal Finance Society news update from 21st June to 4th July 2017.

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