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Personal Finance

My PFS Technical news - 06/02/2018 »
Personal Finance Society news update 18 - 31 January 2018, including information on taxation & trusts, pensions and investment planning.
Mortgage market review - January 2018 »
Mortgage market update for January 2018 including updates on regulation and legislation, product developments and consumer trends.
Protection market review January 2018 »
Protection market update for January 2018, including; news, regulation & legislation, product development & innovation, consumer trends and experts corner.
Trusts and attempts to avoid creditors »
One of the reasons for setting up a trust is to set aside property as separate from one’s personal assets. One of the benefits of this is that assets which are held in a trust are protected from creditors, for example should the settlor become insolvent or be declared bankrupt. However, there are limits on such protection as explained below.
7 scenarios for 7 stockmarkets »
Global growth can easily be described as ‘humming’ and the world seems to have confidence in that growth, be that trade led or domestically driven through consumption. It’s also synchronised – it’s taking place in each of the major regions of the world, which is even more positive for financial markets.
My PFS - Technical news - 23/01/18 »
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
Mortgage market review December 2017 »
Mortgage market review December  2017 
Protection market review December 2017 »
Protection market review December  2017 
My PFS Technical news 04/12/2017 »
Personal Finance Society news update from 21 November to 4 December 2017.
2017 Pensions Round-Up »
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 and some less significant changes to comment on. I can’t comment on all of the changes but here is a selection of some of those of more importance.
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 7-20 November 2017.
Autumn Budget 2017 at a glance »
An 'at a glance' briefing for Chartered Insurance Institute members following the 2017 Autumn Budget.
Protection market review - November 2017 »
Protection market review November 2017.

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