AF1
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August 25, 2026
Inheritance Tax Planning and the 14-Year Rule
We are all familiar with the 7-year rule for making effective lifetime gifts for Inheritance Tax planning, and some...
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August 21, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 21 Aug 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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August 11, 2026
Brand Bitesize: Personal Savings Allowance and Dividend Allowance
In this Brand Bitesize video, we take a look at the Personal Savings Allowance and the Dividend Allowance –...
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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,...
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July 7, 2026
Capital Gains Tax and Private Residence Relief
Understanding how PRR works is important for both tax planning and CII exam revision purposes. This article is particularly...
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June 12, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 12 Jun 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 8, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 8 May 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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April 28, 2026
The CII AF1 February 2026 Exam in Review
The CII has released their papers from the exam sittings that happened in February. In this article, we look...
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April 3, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 3 Apr 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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March 10, 2026
Becoming Familiar with Unit Trusts and OEICs
In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest...
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March 3, 2026
A Look at Recent Past Papers for the CII AF1 Exam – March 2026
In this article, we are taking a look at the questions asked in four past exam papers of the...
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February 27, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 27 Feb 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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February 17, 2026
Pensions and IHT – The Practical Impact
In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt...
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January 23, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 23 Jan 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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December 19, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 19 Dec 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
