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Chartered Insurance Institute
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Personal Finance

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
Mortgage market review October 2017 »
Mortgage market update for October 2017
My PFS - Technical news - 12/09/17 »
Personal Finance Society news update from 30th August to 12th September 2017.
Chargeable event gains - Who is assessed and liable for tax? »
Income tax can be charged on gains treated as arising from certain life assurance policies, capital redemption policies and annuities. In this article and the next article we consider the circumstances in which persons are assessed on those gains and so may be liable for the payment of any income tax.  The articles will not cover annuities or company-owned policies (gains to UK companies are taxed under the loan relationship rules) and the expression 'life assurance policies' includes capital redemption policies.
My PFS - Technical news - 18/09/2018 »
Personal Finance Society news update from 31 August 2018 to 13 September 2018.
My PFS - Technical news - 29/08/17 »
Personal Finance Society news update from 16th to 29th August 2017.

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