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Personal Finance

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.
Building resilient households »
Each year, a million people in the UK suffer a prolonged absence from work due to sickness. Insurance can, and does, play a significant role both in helping people cope financially during a sickness absence and in getting them back to work. Many other services and agencies also play a major part.
500 mortgage professionals now qualified to CII Level 4 »
The Society of Mortgage Professionals have announced that 500 mortgage advisers have already completed the CII Level 4 Certificate in Advanced Mortgage Advice since its launch just two years ago.
Guide to mortgages in a low-interest environment »
The guide explores what shapes mortgage rates, what will happen if the Bank of England reduces the base rate to 0 per cent and what advice you should give clients in the current low interest rate environment.
Q1 2017 Regional Conferences Announced »
Good practice for a topsy-turvy world We will be kicking 2017 off with a great topic line-up for your quarter-one regional conferences. FCA will be joining the programme to share good practice insights from their advisory process review work and Square Mile Research will demonstrate the risks of over reliance on suitability tools. Other Q1 highlights include: Managing risk in a topsy-turvy world A year of living dangerously? - Global markets outlook for 2017 Income and value investing Planning to avoid the pensions tax traps - A case study from Technical Connection
Mortgage market review November 2016 »
Mortgage market update for November 2016
Protection market review November 2016 »
Protection market news update for November 2016
Personal Finance Society launches new events app »
The Personal Finance Society (PFS) has launched a new interactive events app, supporting tens of thousands of members who attend regional and specialist CPD events across the country each year.
Backstage with Keith Richards »
  It's been a busy time for the Personal Finance Society, as we continue to respond to a series of regulatory consultations from Treasury and the FCA.
My PFS - Technical news - 10/10/16 »
Personal Finance Society news update from 27 September to 10 October 2016 on taxation, retirement planning and investments.
The capital gains tax annual exemption - a valuable asset »
Following the reduction, with certain exceptions, in the rates of capital gains tax (CGT) from 6 April 2016, the CGT annual exemption still remains valuable, particularly if it can be used each year. For tax year 2016/17 the annual exempt amount is £11,100 for individuals and £5,550 for trustees, subject to dilution when the same settlor has created more than one trust (see below for more on this).
Inheritance tax and trust review for non-UK domiciled individuals »
Last month we looked at the proposed changes to the tax treatment of non-UK domiciled individuals resident in theUK(non-doms) and the key areas affected. This month we will consider specific planning points for such individuals.
Life after FURBS »
Funded Unapproved Retirement Benefit Schemes (FURBS) became part of the pensions landscape when the earnings cap was introduced for approved pension schemes in 1989. HMRC recognised that those subject to the 'earnings cap' (initially a limit of £60,000 on pensionable earnings) would still wish to make some kind of pension provision and by introducing FURBS to the available options, HMRC was able to exercise some control over those options.
Protection market review - October 2016 »
Protection market news update for October 2016
My PFS - Technical news - 26/09/16 »
Personal Finance Society news update from 13 September to 26 September 2016 on taxation, retirement planning and investments.



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