The Personal Investment Management & Financial Advice Association (PIMFA)

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Taxation

Compliance with tax laws and promoting transparency.

Visit the Taxation dedicated microsite on this topic

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

Why Tax Suitability shouldn’t be taxing for UK Wealth Managers

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025
In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a…
£300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30) - 15th Jan 2026 (12:30)
CPD: 3 Location: Virtual
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 3 Location: London excel

PIMFA response to HM Revenue & Customs consultation: ‘Stamp Taxes on Shares modernisation’

Paper Type: PIMFA Response Papers
Recipients: HM Revenue & Customs
Month Published: June 27, 2023

PIMFA response to HMT Consultation VAT treatment of Fund Management 020223

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: February 2, 2023
The objectives of the TAX Working Group are to explore the British and European Tax changes, to review queries raised...