- July 31, 2026
Friday Five Focus on Protection – 5 Questions in 5 Minutes – 31 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.
- July 28, 2026
Pensions and IHT – Assessment and Payment
This article continues our look at HMRC’s recent guidance on the planned inheritance tax changes for pensions, this time focusing on how any IHT liability will be assessed and paid. It is likely to be mainly relevant to CII R04 and J05 students and could also be of interest...
- July 24, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 24 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 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...
- July 21, 2026
Pensions and IHT – Liability and Impact
This article looks at recent guidance issued by His Majesty’s Revenue & Customs (HMRC) on the imposition of inheritance tax on pensions. This gives guidance on how the measures are likely to apply from a practical perspective. This is likely to be mainly relevant to CII R04 and J05...
- July 17, 2026
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...
