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  • The Main Changes in the 2025-26 CII R03 Study Text

    Here, we take a look at the main changes that you’ll come across in the 2025/26 version of the CII’s R03 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2024, the Spring Budget 2025, and the turning of the tax year. This article is particularly relevant to the CII R03, R06, AF1, and AF5 exams

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 21 Aug 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 17 Jul 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 12 Jun 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 8 May 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 3 Apr 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 27 Feb 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • The Main Changes in the 2024-25 CII R03 Study Text

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R03 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 23 Jan 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 10 Oct 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 19 Dec 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 14 Nov 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Brand Bitesize: Extending the Basic Rate Band with Pension Contributions

    In this Brand Bitesize video, we take a look at extending the basic rate band with pension contributions – relevant to the CII R03 exam, but also a worthy reminder for exams AF5 and R06.

  • Brand Bitesize: Tax Return Deadlines

    Tax deadlines are a regular feature in CII R03 questions and often an easy source of marks. This short Brand Bitesize video recaps the key timelines you’re expected to know, helping you keep the main reporting and payment dates clear in your mind ahead of the exam.

  • Brand Bitesize: Taxation of Trusts

    In this Brand Bitesize video, we take a look at the taxation of trusts – relevant to the CII R03 exam.