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Personal Finance

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.
Chargeable event gains - Who is assessed and liable for tax? Part 2 »
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.
Pensions savings statements »
It’s that time of year again when pension savings statements will be issued. They should be issued by 6 October following the end of the relevant tax year. So pension savings statements will shortly be issued for the 2016/17 tax year.
My PFS - Technical news - 26/09/17 »
Personal Finance Society news update from the 13th to 26th September 2017.
Beneficiaries' rights to trust information »
Recently we looked at a novel way some trust beneficiaries had sought to obtain information from the trustees, using the Data Protection Act.
Protection market review October 2017 »
Protection market update for October 2017

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