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Personal Finance

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 – November 2017 »
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.
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.
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.

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