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  • The CII AF1 September 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 February 2024 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 February 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • The CII AF1 September 2023 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • A Look at Recent Past Papers for the CII AF1 Exam

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • The CII AF1 September 2022 Exam in Review

    The CII has released their papers from the exam sittings that happened in September.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.

  • CII Exam Combinations to Consider

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII have released the exam dates for all their written exams. We use the word ‘written’ in its modern sense as, post-COVID, all these exams, except AF4, are actually written online rather than with pen and paper. The CII refers to them as ‘written’ to distinguish them from their multiple-choice exams. The multiple-choice exams can be taken at any time throughout the year. Now we’ve cleared that up, in this article, we thought we’d give you some food for thought about some of the exams you may want to consider sitting close together as you plan your route towards the Advanced Diploma in 2024.

  • Financial Planning After Divorce

    When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial planning implications. In this article, we look at the impact on existing Wills, the laws of intestacy, nominations for death in service, and pension death benefits - useful reading for CII J02, R06, AF1, and AF5 exam takers.

  • Exploring Employee Share Schemes

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly relevant to the CII R03, R06, AF1, AF4, and AF5 exams.

  • Tax Implications of Assigning Investment Bonds

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.

  • Brand Bitesize: Income Tax – Charitable Gifts

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Income Tax: Charitable Gifts - also a quick revision tool for AF1.

  • Order of Taxing Income

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant to the CII CF1, R03, R06, AF1, AF4, and AF5 exams.

  • Picking Out Key Facts from CII AF1 Case Studies

    In this article, we review Question 2 of Section B of the CII’s AF1 September 2021 paper, picking out some of the key facts from the case studies that students needed to identify in order to arrive at the correct answers to the questions asked.

  • A Look at Trusts for Bereaved Minors and 18 to 25s

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In this blog post, we take a look at both. This article is particularly relevant to the CII's J02, R06, AF1, and AF5 exams.