Home

AF1

  • 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

  • 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

  • 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

  • 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

  • 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

  • What is the Residence Nil Rate Band?

    Posted by on May 10, 2022

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of...

    Brand Financial Training

  • Brand Bitesize: Transferring Nil Rate Band between spouses/civil partners

    Posted by on March 8, 2022

    Are you a visual learner? You're going to love this new feature on the blog! Watch short, informative videos...

    Brand Financial Training

  • Picking Out Key Facts from CII AF1 Case Studies

    Posted by on March 1, 2022

    In this article, we review Question 2 of Section B of the CII’s AF1 September 2021 paper, picking out...

    Brand Financial Training

  • Are you working towards RQF Level 6?

    Posted by on February 8, 2022

    Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...

    Brand Financial Training

  • Are you aware of the IHT Reduced Rate of 36%?

    Posted by on January 25, 2022

    In this article, we look at the IHT reduced rate of 36% which may come up if you are sitting...

    Brand Financial Training

  • What is the remittance basis of taxation?

    Posted by on January 4, 2022

    The remittance basis are the alternative tax rules in place for those people who are UK-resident with overseas income...

    Brand Financial Training