This handy guide explains what regulatory authorisations are required to advise clients on different aspect of their personal finances with details on and how the ICAEW Designated Body Scheme (DPB) can be used.
Resources relating to Personal Financial Planning regulation.
Award winning journalist Stephanie Hawthorne highlights the dysfunctional ‘at retirement’ arena today and looming shortfalls tomorrow
Features and articles
Laura Miller examines why the investment industry needs to fix its women problem and where progress is being made.
Is outsourcing investment worth the money? Award winning journalist Stephanie Hawthorne considers how performance transparency and charge caps come into play.
The government wants pension funds to step into a funding gap for large post-COVID infrastructure projects, but will it make money for pension holders? Laura Miller investigates.
Does investment outsourcing add real value for pension schemes and their members? Award winning journalist Stephanie Hawthorne weighs up the pros and cons
In this 2020 webinar, Jason Porter from Blevins Franks discusses the overall position of UK nationals visiting or moving to the EU before 31 December 2020 and what their position would be post-Brexit. Topics covered will include Withdrawl Agreement rules, legal residency, healthcare, and UK state pension.
In this May 2020 webinar, Jose Vilchez from Mazars talks about financial planning housekeeping and lifetime cashflow modelling.
An introduction to checking your national insurance contributions.
Helpsheets and support
Devised and commissioned by ICAEW’s Corporate Finance Faculty and published with PwC and Travers Smith, this guidance looks at an important type of corporate transaction.
This factsheet highlights new requirements effective 1 January 2020 and beyond, including practical guidance on amendments for rent concessions and IBOR reform. It has been updated for recent changes.
Technical helpsheet issued to help ICAEW members to understand what an other entity of public interest (OEPI) is and when restrictions on providing non-audit / additional services to OEPIs apply from.
This factsheet provides an overview of the regulatory requirements affecting UK company accounts. It reflects the requirements of the Companies Act 2006 applicable to financial years beginning before 1 January 2021.
Bloomsbury Core Accounting and Tax Service
Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising more than 60 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Core Accounting and Tax Service.
Tax rates and tables for pensions and investment schemes, updated in line with the Finance Act 2021.
Expert guidance on pensions and life assurance taxation in relation to business partnerships.
Advice on tax planning for pension schemes, written for anyone who advises or runs a family or owner-managed company.
Chapter providing best-practice information on automatic enrolment in relation to payroll management.
This book is to provide GPs with a straightforward and clear explanation of what makes up their practice accounts and what they should expect to see. It also explains how the figures interact and should be interpreted. It looks at the medical practice from a business perspective to help GPs understand the commercial aspects of their medical activity. Additionally, the book includes explanations of how the UK tax system applies to GPs and considers relevant aspects of the NHS Pension Scheme.
Practical guidance on multiple aspects of personal retirement planning in the UK.
Guide to completing a Self-Assessment tax return for 2017/18, with advice and worked examples covering key aspects of personal taxation in the UK