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  • State Pension – The New and the Old

    Posted by on August 4, 2020

    State Pension rose its head in one of the recent R06 case studies, so here are the details for...

    Brand Financial Training
  • The Little-Known Tax Perk of Being Married

    Posted by on July 14, 2020

    The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply...

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  • What is a General Power of Attorney?

    Posted by on June 30, 2020

    Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...

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  • 9 Ways to Increase Your Chances of Passing Your CII Written Exam

    Posted by on May 12, 2020

    With some written exams back on track for July and the rest in October, it’s time to think about...

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  • The Taxation of Trusts Can Be Tricky – Part 2

    Posted by on May 5, 2020

    In our recent article, we looked at the income tax position of the three main types of trust that...

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  • The Taxation of Trusts Can Be Tricky

    Posted by on April 28, 2020

    Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the...

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  • Tapering the Annual Pension Allowance for High Earners

    Posted by on April 21, 2020

    In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...

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  • Changes to the Intestacy Rules

    Posted by on April 14, 2020

    With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...

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  • Reducing Capital Gains Tax with Entrepreneur’s Relief

    Posted by on April 7, 2020

    In this article, we look at entrepreneurs’ relief which can be claimed by someone selling or disposing of all...

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  • Late Submission of Your Tax Self-Assessment: A Costly Mistake

    Posted by on February 11, 2020

    If you're someone who missed the 31st January deadline for tax self-assessment, it could be painful for you financially....

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  • How to Apply the Savings Rate of Tax

    Posted by on February 4, 2020

    The 0% savings rate of income tax can be tested in CF1, R03, R06, AF1 and even AF5. ...

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  • How to Tackle NIC Questions on your CII Exam

    Posted by on January 7, 2020

    This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...

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  • What are the duties of trustees?

    Posted by on December 17, 2019

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...

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  • The CII AF1 October 2019 Exam in Review

    Posted by on December 12, 2019

    The CII have released their exam papers from the October sitting, so it’s time for us to see what...

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  • The Difference Between the Basic and New State Pensions

    Posted by on November 26, 2019

    State pensions can be tested where you might not always expect them to be. Clearly they can be tested...

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