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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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  • What are fixed interest securities?

    Posted by on November 19, 2019

    As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...

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  • The Rules Surrounding Wills

    Posted by on November 12, 2019

    It is still the case that an alarming number of people have not written a will. For these people,...

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  • Help to Buy ISAs versus the Lifetime ISA

    Posted by on November 5, 2019

    With time running out to apply for a new Help to Buy ISA, here we look at the differences...

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  • How to Calculate the Top-Slicing Relief on UK Investment Bonds

    Posted by on September 17, 2019

    Now the new CII examining year has started, we thought we would have a look at the five-step process...

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  • A High-Level Look at the Main Recommendations of the OTS’s IHT Review

    Posted by on August 27, 2019

    In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...

    Brand Financial Training