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  • Basic vs New State Pension: Key Differences Explained

    Posted by on October 22, 2024

    In this article, we take a look at the key differences between the two main types of State Pension:...

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  • What are the duties of trustees?

    Posted by on October 8, 2024

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

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  • Brand Bitesize: Income Tax – Charitable Gifts

    Posted by on September 10, 2024

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Income Tax: Charitable Gifts -...

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  • The Main Changes in the 2024-25 CII R03 Study Text

    Posted by on August 27, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...

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  • All You Need to Know About ISAs

    Posted by on July 30, 2024

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect...

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  • CII AF1 Personal Tax and Trust Planning Study Kits

    Posted by on July 23, 2024

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  • Exploring Employee Share Schemes

    Posted by on June 18, 2024

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly...

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  • The CII AF1 February 2024 Exam in Review

    Posted by on May 2, 2024

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look...

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  • Tax Implications of Assigning Investment Bonds

    Posted by on April 30, 2024

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...

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  • Order of Taxing Income

    Posted by on March 19, 2024

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...

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  • Brand Bitesize: Business Asset Disposal Relief

    Posted by on March 12, 2024

    To help you prepare for your CII R03 exam, this Brand Bitesize video explains Business Asset Disposal Relief -...

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  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    Posted by on March 5, 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the...

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  • A Closer Look at Purchased Life Annuities

    Posted by on February 27, 2024

    In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...

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  • What Happens on the Death of an ISA Holder

    Posted by on February 20, 2024

    Here, we take a look at what happens on the death of an ISA holder and a special allowance...

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  • A Look at Trusts for Bereaved Minors and 18 to 25s

    Posted by on February 13, 2024

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...

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