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Personal Financial Planning Community articles

Read the latest articles from the Personal Financial Planning Community.
Displaying 1-12 of 12 results
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Inheritance tax: sweeping changes ahead and why more estates will be caught
  • Article
  • 26 Sep 2025
  • Irwin Mitchell
Recent analysis by Irwin Mitchell reveals a dramatic shift in the UK’s inheritance tax (IHT) landscape.
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Fundamentals videos
  • Article
  • 06 Feb 2025
  • Anthony McManus
As part of ICAEW Personal Financial Planning Community’s mission to help its members build resilient personal finances, we are pleased to share a collection of videos which aim to educate ICAEW members by exploring the core principles of financial planning that should be applied throughout your lifetime.
Trusts – their use in Personal Financial Planning
  • Article
  • 23 Jan 2024
  • Anthony McManus
An explanation of the role of trusts in personal financial planning.
The FCA’s Consumer Duty – a paradigm shift in retail consumer regulation?
  • Article
  • 26 Oct 2023
  • Anthony McManus
As much as I am sure Cicero was not foreshadowing the actions of the Financial Conduct Authority (FCA) his statement that ‘there is not a moment without some duty’ feels apt following concerns raised by the financial services sector following FCA’s implementation of the Consumer Duty.
£800m could be tapped by Dormant Assets Scheme expansion
  • Article
  • 11 Jan 2021
  • Michael Griffiths
Up to £800m in pensions and investments assets could be unlocked following a major expansion of the UK’s ‘Dormant Assets Scheme’, the government has confirmed.
Step on or step up the property ladder
  • Article
  • 24 Mar 2020
  • Personal Financial Planning Community
Members in practice, financial advisory, business and all of us in our private lives are impacted by decisions around mortgages. Jatin Patel (JP), Founding Partner in Kinnison Limited, unwraps the property market.
Exclusive EU wants fines to enforce post-Brexit deal with UK
  • Article
  • 20 Jan 2020
  • Jonathan Stearns
According to new documents, the European Commission has proposed that future disputes between the EU and UK be resolved through an arbitration panel with the authority to impose a "lump sum" or "penalty payment" on an infringing party.
Exclusive PLSA has tips for trustees of UK retirement funds
  • Article
  • 09 Dec 2019
  • Paulina Pielichata
The UK Pensions and Lifetime Savings Association published top tips on how to best use cost-disclosure templates aimed at helping trustees of retirement funds compare money managers' offerings and watch their costs.
Exclusive NT lands UK pension fund mandate
  • Article
  • 09 Dec 2019
  • Perle Battistella
Northern Trust will provide asset servicing solutions and valuation reporting for the House of Fraser Beatties & Jenners Pension Scheme, which provides retirement income for 10,000 scheme members across the UK.
Exclusive UK gears up for election promising radical economic changes
  • Article
  • 31 Oct 2019
  • David Goodman, Lucy Meakin
A look at the health of the UK economy, ahead of a third election in five years. The pace of expansion has slowed.
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FIRE today, jam tomorrow?
  • Article
  • 06 Jun 2019
  • Nick Martindale
The FIRE movement inspires a generation to live frugally, save hard and retire early – but what are the risks?
Modernising intestacy rules
  • Article
  • 08 Apr 2015
  • Jane Netting
Spouses and civil partners are set to benefit from changes in the rules of intestacy. Jane Netting explains the practical implications of dying without a will.
Displaying 1-12 of 12 results

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