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  • Understanding the R06 and AF5 ‘Recommend and Justify’ Questions

    Posted by on September 8, 2026

    In the CII R06 and AF5 exams, ‘Recommend and Justify’ questions can account for a significant proportion of the marks, so knowing how to approach them effectively can make a real difference.

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  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 4 Sep 2026

    Posted by on September 4, 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

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  • The Main Changes in the 2026-27 CII R02 and R03 Study Texts

    Posted by on September 2, 2026

    Here, we take a look at the main changes that you’ll come across in the 2026/27 version of the CII’s R02 and R03 study texts. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2025, the Spring Budget 2026, the...

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  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 28 Aug 2026

    Posted by on August 28, 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 Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in...

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  • Inheritance Tax Planning and the 14-Year Rule

    Posted by on August 25, 2026

    We are all familiar with the 7-year rule for making effective lifetime gifts for Inheritance Tax planning, and some of us may also be aware of the 14-year rule, but how many remember how it works? This article examines the impact on an Inheritance Tax liability when this rule...

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