Taxation
Compliance with tax laws and promoting transparency.
Visit the Taxation dedicated microsite on this topicPIMFA Key Successes Overview 2025/26
Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.
PIMFA Key Successes 2025/26
Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.
PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.
PIMFA Regulatory Insights Tracker Summary Report
Read the findings from our first PIMFA Regulatory Insights Tracker
PIMFA Journal #32
Read here the PIMFA Journal #32, featuring nine articles of thought leadership on a current industry topic of interest from PIMFA Associate members, looking at topics such as AI, Innovation, Non-Financial Misconduct, Appointed Representative risk/insurance, Targeted Support, Cyber Threats Facing UK Financial Firms, Insurer & Underwriter Attitudes on IFA Firms Advising on Inheritance Tax (IHT) Products, Going Beyond Index Data and What Better Data Could Do For You
Insurer & Underwriter Attitudes on IFA Firms Advising on Inheritance Tax (IHT) Products
Read here an article from the PIMFA Journal #32 by Joshua Upil, Associate Director at Onyx, highlighting that the UK inheritance tax landscape is in flux and insurers are responding with increased scrutiny and risk-based pricing for PI insurance
Journal #28
Discover here the PIMFA Journal #28 with articles from our members
Why Tax Suitability shouldn’t be taxing for UK Wealth Managers
Discover the PIMFA Winter Journal 2022 article on tax suitability in wealth management
PIMFA Journal Edition #31
Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset
PIMFA Groups Infographic
Read here the updated PIMFA Groups infographic, showing the structure involved