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Chartered Insurance Institute
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Personal Finance

IHT business relief – the impact of cash held in a business »
In this article we consider the basic conditions which need to be satisfied for business relief to apply and how excess cash held in a business could affect the position.
CII urges publication of Brexit financial services position paper »
As the Prime Minister is set to announce more detail on the Government’s Brexit negotiating stance in the final ‘Road to Brexit’ ministerial speech, the Chartered Insurance Institute urges the Government to publish the long-awaited Brexit position paper on financial services.
Member economic outlook and Brexit survey results »
Economic and employment prospects for 2018. Results from the annual Chartered Insurance Institute member economic and Brexit temperature. 
Mortgage market review - February 2018 »
Mortgage market update for February, including; news, regulation and legislation, product development and innovation, consumer trends and experts corner.
Protection market review - February 2018 »
Protection market update, including; news, regulation & legislation, product development & innovation, consumer trends and experts corner.
Settlors and problems with mental capacity »
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financial planning advisers will come across this issue when dealing with trusts or estate planning generally, especially when considering making gifts, but also when advising on wills or even making investments.  
Shifting sands »
We suspected that a rise in market volatility was likely in 2018 – but of course, no-one knew how or when it would play out. That risk seemed very far from investors’ collective consciousness as global stockmarkets roared higher through January in one of the best starts to the year seen in the last three decades – not since 1994 has the MSCI World enjoyed a stronger return for the first month of the year. We found ourselves reappraising (and, luckily, revalidating) our own somewhat cautious investment stance in the face of such strong market momentum.
My PFS Technical news - 14/02/2018 »
Personal Finance Society news update on taxation & trusts, investments and pensions for the period 1 - 14 February 2018.
Tax-Year-End planning for individuals 2018 »
In this article we briefly cover the main planning opportunities available to UK resident individuals for tax year 2017/18 and look at strategies which could be put in place to help minimise tax in 2018/19.
Pensions and divorce »
Pension simplification in 2006 and then pension freedoms in 2015 have changed the face of retirement so significantly that their impact on other areas such as divorce just can’t be ignored. We still technically have three options to deal with pensions in divorce settlements, offsetting, earmarking and pension sharing but are they all still viable in today’s pension landscape? All the options are impacted differently by the changes we have seen since A-day and may need reviewing if possible.
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.

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