Posts Tagged ‘Independent Financial Adviser’

PK Partnership Professional membership

Don’t fall into the gifting tax traps

New tax rules introduced in April have changed your options when investing for children. If you give money or investments to your unmarried minor child, then the tax rules can catch you out. HM Revenue & Customs (HMRC) is suspicious that such gifts are an attempt to avoid tax on the part of the donor, [...]

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PK Partnership Professional membership

PK Partnership’s professional memberships

In a previous post, we explained what it means to be a Chartered Insurance Broker, a prestigious title awarded by the Chartered Insurance Institute (CII). We briefly touched upon the work required to become a member of such a professional body and the fact that only fewer than 100 firms within the UK actually qualify to use this designation. [...]

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