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  • Value Added Tax Explained

    Posted by on November 15, 2022

    Value added tax, generally known as VAT, is levied on the majority of goods and services supplied by UK...

    Brand Financial Training

  • Investing in Property

    Posted by on November 1, 2022

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...

    Brand Financial Training

  • Friday Five Focus on Taxation – 28 October – 5 Questions in 5 Minutes

    Posted by on October 28, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training

  • Inheritance Tax and Exempt Transfers

    Posted by on October 25, 2022

    For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...

    Brand Financial Training

  • Friday Five Focus on Taxation – 23 September – 5 Questions in 5 Minutes

    Posted by on September 23, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training

  • Friday Five Focus on Taxation – 19 August – 5 Questions in 5 Minutes

    Posted by on August 19, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training

  • Learning about Flexible Reversionary Trusts

    Posted by on August 2, 2022

    A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...

    Brand Financial Training

  • Friday Five Focus on Taxation – 15 July – 5 Questions in 5 Minutes

    Posted by on July 15, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training

  • Understanding Loan Trusts

    Posted by on July 5, 2022

    Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...

    Brand Financial Training

  • What is a deed of variation?

    Posted by on June 14, 2022

    Recently we have had a couple of queries on how a deed of variation works.  These can be tested...

    Brand Financial Training

  • Brand Bitesize: Tapered Annual Allowance

    Posted by on June 14, 2022

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...

    Brand Financial Training

  • Friday Five Focus on Taxation – 10 June – 5 Questions in 5 Minutes

    Posted by on June 10, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training

  • What is an Individual Voluntary Arrangement?

    Posted by on May 24, 2022

    With reports that cases of bankruptcy are set to increase in 2022, we thought we would look at an...

    Brand Financial Training

  • How to Differentiate Between EIS, VCT, and SEIS

    Posted by on May 17, 2022

    In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...

    Brand Financial Training

  • Brand Bitesize: Quick Succession Relief

    Posted by on May 10, 2022

    Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII...

    Brand Financial Training