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  • Friday Five Focus on Regulation – 5 Questions in 5 Minutes – 18 Jul 2025

    Posted by on July 18, 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 Regulation; this is useful as you prepare for the CII's R01 or CF1 exams. The challenge is for you to answer them in 5...

    Brand Financial Training

  • National Insurance Employment Allowance

    Posted by on July 15, 2025

    In this article, we look at the Employment Allowance. This is particularly relevant to the CII R03 exam and may also be tested in the AF1 and AF5 exams.

    Brand Financial Training

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 11 Jul 2025

    Posted by on July 11, 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

    Brand Financial Training

  • Chargeable Events on Bonds Held in Trusts

    Posted by on July 8, 2025

    In this article, we examine how an investment bond in trust is taxed when a chargeable gain occurs following a chargeable event. This is particularly relevant to the CII R03, R06, AF1 and AF5 exams.

    Brand Financial Training

  • Brand Bitesize: Offshore vs Onshore Investment Bonds

    Posted by on July 8, 2025

    In this Brand Bitesize video, we talk about Interest Rates and the Monetary Policy Committee (MPC). This is useful for CII R01 or R02 exam revision.

    Brand Financial Training