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  • Friday Five – 20 April – 5 Questions in 5 Minutes

    Posted by on April 20, 2018

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday What’s this all about? It’s a bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes....

    Brand Financial Training
  • Discounted Gift Trust – a Useful Inheritance Tax Planning Tool

    Posted by on April 17, 2018

    The following advises readers what a discounted gift trust is and provides an example that illustrates how it is used for tax planning – of particular interest to those studying for any of the CII R03, R06, J02, AF1, AF4 or AF5 exams. What is a discounted gift trust...

    Brand Financial Training
  • Friday Five – 13 April – 5 Questions in 5 Minutes

    Posted by on April 13, 2018

    Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday What’s this all about? It’s a bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes....

    Brand Financial Training
  • Newsletter for April 2018

    Posted by on April 10, 2018

    I hope you had a great Easter. I’m writing this while on holiday with my 2 youngest children and husband at Bluestone in Wales. There are so many activities for the kids that I can still get some work done at this very busy exam time.

    Brand Financial Training
  • How to Calculate IHT on Relevant Property Trusts

    Posted by on April 10, 2018

    A customer requested that we discuss relevant property trusts and the type of question that could come up in an exam. This will be of interest to those revising for the CII AF1 exam. THIS ARTICLE IS RELEVANT TO EXAMINABLE TAX YEAR 2017/18. Firstly, let’s be clear that ‘relevant...

    Brand Financial Training