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Be part of the ICAEW Personal Financial Planning Community

For anyone with an interest in personal financial planning - providing professional advice on regulation, investments, pensions, probate, tax and estate planning and practice development. Membership is free and open to everyone, including non-ICAEW members.

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Benefits at a glance

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Help on how to provide professional PFP advice and support to help members develop their businesses.

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Guidance on cash-flow modelling, investments, pensions, saving for retirement, inheritance tax, property purchase and insurances.

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Access to webinars, workshops, technical guides and conferences.

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Inheritance tax and current planning opportunities
Due to price increases and stagnant rates, many estates are seeing a rise in inheritance tax obligations. Mazars discuss how to determine the extent of your Inheritance Tax (IHT) planning whilst maintaining financial stability.’

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