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Tax Planning

Shielding clients from a growing tax burden

Spring Roadshow 2026

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

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Future Focus

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

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Latest articles

Beth Mead and Lucy Bronze discuss finding their ‘why’ with PFS President

England footballers Beth Mead MBE and Lucy Bronze MBE joined Personal Finance Society (PFS) President, Carla Brown, for the final keynote session at the PFS National Conference on Thursday 13 November.

2,000 set to attend PFS National Conference 2025

Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National Conference on Thursday, making it the largest financial planning event of the year. The professional body will deliver an all-star lineup, with England footballers Beth Mead MBE and Lucy Bronze MBE joining President Carla Brown for an inspiring discussion of how they have overcome their own challenges, through unyielding determination, resilience, and ambition.

 

Scheme specific tax-free cash protection and the order of planning

Scheme specific tax-free cash applies where the individual had a right to more than 25% tax-free cash entitlement on 5 April 2006 (A-day) and didn’t have any other transitional cash protections, i.e. as part of their enhanced or primary protections.   

A brief overview of Discounted Gift Trusts

With forthcoming inheritance tax (IHT) changes more individuals are likely to wish to carry out estate planning earlier. While there are a number of options available, a discounted gift trust (DGT) may be suitable for those who wish to retain access while reducing their overall taxable estate.

Personal Finance Society

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