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Personal Finance

Too much or too little income

18 September 2018
Maximising pension contributions is something of a balancing act and for those with fluctuating income it can be a virtually impossible to utilise their whole allowances without wasting tax relief or getting an ...

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The premium limitation on qualifying life policies and restricted relief qualifying policies – part 1

18 September 2018
Introduction This series of articles has been prompted by an increase in the number of questions we have recently received relating to the ...

Protection market review September 2018

11 September 2018
Protection market update for September 2018

Mortgage market review September 2018

11 September 2018
Mortgage market update for September 2018

My PFS Technical news 04/09/18

03 September 2018
Personal Finance Society news update from 17th to 30th August 2018.

Protection trusts - do we need them? part II »
Last month, having asked the question "Why are trusts not as popular as they should be?", we considered the question as to whether there are simpler alternatives to using a trust. We addressed the possibility of using statutory trusts and designations, and outlined the possibility of using contract law instead of a trust.
Insurance Distribution Directive »
The IDD is a law that was passed by the European Union in 2016. As with most laws made by the European Union, there was an implementation period for the IDD. As a result, the new law will come into force in the UK on the 1st October 2018.
My PFS Technical news 21/08/18 »
Personal Finance Society news update from 3rd August to 16th August 2018.
Are QROPS losing their appeal? »
Since April 2006 it has been possible to transfer pension overseas to a Qualifying registered overseas pension scheme. This was something that at times over the last 12 years has been very popular. However, there was some concern that not only where these schemes being used for the wrong reasons but they were also being used by scammers to tap into the pension funds of vulnerable people.
Offshore investment bonds vs UK investment bonds »
INTRODUCTION Offshore Bonds are often put forward as the ultimate investment for tax efficiency.  But whilst they are tax efficient, there are a number of other commercial issues to consider – not least the charges involved and the investment fund links available. 
Protection Market Review - August 2018 »
Protection market update for August 2018.
Mortgage market review August 2018 »
Mortgage market update for August 2018
My PFS Technical news 07/08/18 »
Personal Finance Society news update from 20th July to 2nd August 2018.
Protection trusts - do we need them? »
The subject of life assurance protection and the speed with which claims following the death of a life assured are settled has been in the news lately. While some are still convinced that life assurance companies will do anything to get out of paying a claim, this is not supported by the facts, with some companies claiming a 100% record of payments.
My PFS - Technical news - 24/07/18 »
Personal Finance Society news update from 6th to 19th July 2018.
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