ICAEW.com works better with JavaScript enabled.

Be part of the ICAEW Personal Financial Planning Community

For anyone with an interest in personal financial planning - providing professional advice on regulation, investments, pensions, probate, tax and estate planning and practice development. Membership is free and open to everyone, including non-ICAEW members.

Join for free Already a member? Login here
Personal Financial Planning polaroid

Benefits at a glance

star

Help on how to provide professional PFP advice and support to help members develop their businesses.

star

Guidance on cash-flow modelling, investments, pensions, saving for retirement, inheritance tax, property purchase and insurances.

star

Access to webinars, workshops, technical guides and conferences.

Webinar tasters

A smarter way to pass on your wealth
Discover how to reduce the impact of inheritance tax and successfully pass on assets to your loved ones.
Inheritance tax and current planning opportunities
Due to price increases and stagnant rates, many estates are seeing a rise in inheritance tax obligations. Mazars discuss how to determine the extent of your Inheritance Tax (IHT) planning whilst maintaining financial stability.’

Contact us

Please email us on: communities@icaew.com

Please see all contact details and opening hours.

Live web chat