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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 – 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: Residence Nil Rate Band (RNRB)

    Watch this short, informative video designed to help you prepare for your CII exam. This one is all about Residence Nil Rate Band - perfect for your CII R03 or AF1 exam revision.

  • Navigating the CII R0 Exams – Choosing the Right Path

    Deciding the best order to tackle the R0 exams can feel overwhelming. Your choice will likely depend on a range of factors—your industry experience, existing knowledge, and even your employer’s expectations. While some candidates prefer the straightforward 'numerical' route, starting with R01 and finishing with R06, others take a more strategic approach based on their strengths and career goals. In this article, we’ll break down the key considerations to help you map out the most effective route for your R0 exam journey.

  • Becoming Familiar with Unit Trusts and OEICs

    In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest to those studying for the CII AF1, AF4, CF1, J10, R02 or R03 exams. The taxation of unit trusts is also a popular topic in both R06 and AF5.

  • How do you complete the CII R03 exam in just 60 minutes?

    The CII R03 exam continues to be one of the hardest exams to pass at diploma level.  The main issue candidates have is the way the questions are worded and the timeframe - it's tough to answer 50 questions in 60 minutes, particularly when 11 of those are multiple-response and there is a host of calculation questions. Here, we give you some strategies that will help your exam preparation.

  • How the Dividend Allowance and Personal Savings Allowance (PSA) work

    The dividend allowance and personal savings allowance (PSA) can help reduce the amount of tax you pay on investment income, but they operate in different ways. This article explains how each allowance works, who can use them, and provides practical examples to show how they apply in real-life tax calculations. This is useful reading for your CII R03 or AF1 exam preparation.