AF1
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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,...
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November 18, 2025
The CII AF1 September 2025 Exam in Review
The CII has released their papers from the exam sittings that happened in September. In this article, we look...
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November 14, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 14 Nov 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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October 10, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 10 Oct 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 16, 2025
The Main Changes in the 2025-26 CII R03 Study Text
Here, we take a look at the main changes that you’ll come across in the 2025/26 version of the...
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September 5, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 5 Sep 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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August 1, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 1 Aug 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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July 22, 2025
How the Dividend Allowance and Personal Savings Allowance (PSA) work
The dividend allowance and personal savings allowance (PSA) can help reduce the amount of tax you pay on investment...
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July 15, 2025
National Insurance Employment Allowance
In this article, we look at the Employment Allowance. This is particularly relevant to the CII R03 exam and...
