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  • The CII AF1 September 2021 Exam in Review

    Posted by on December 23, 2021

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

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  • How to Determine UK Residency Status

    Posted by on December 21, 2021

    A whole chapter of the CII's R03 study text is based on residence and domicile, so no doubt you'll...

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  • How to Avoid the High Income Child Benefit Tax Charge

    Posted by on November 30, 2021

    The High Income Child Benefit Tax Charge can be tested in the CII R01, R03, R05, R06, AF1, and...

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  • Getting Back to Basics on Property Ownership

    Posted by on October 12, 2021

    In a recent CII written exam, the property owned by a husband and wife was held as tenants in...

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  • The Importance of Writing Individually Owned Life Policies Under Trust

    Posted by on August 3, 2021

    In this article, we discuss replacing death in service benefits with an individually owned life assurance policy and the...

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  • Using Your Own Transport for Business

    Posted by on July 13, 2021

    Using your own transport for business may be tested in the CII exams R03 or within AF1. Read on...

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  • The CII AF1 April 2021 Exam in Review

    Posted by on July 6, 2021

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

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  • The CII AF1 February 2021 Exam in Review

    Posted by on May 18, 2021

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

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  • The CII Advanced Diploma – The Path of Least Resistance

    Posted by on April 27, 2021

    If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting....

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  • Minimise CGT on a Property Disposal with this Exemption

    Posted by on April 20, 2021

    We all know that when we sell our house it is exempt from capital gains tax (CGT) if it...

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  • How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief

    Posted by on January 12, 2021

    Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...

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  • The CII AF1 October 2020 Exam in Review

    Posted by on December 22, 2020

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

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  • What is a Breach of Trust?

    Posted by on November 10, 2020

    A trustee has a duty of utmost good faith with their main duty being to hold onto trust property...

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  • Temporary Changes Affecting House Purchase in the UK

    Posted by on October 27, 2020

    COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...

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  • The CII AF1 July 2020 Exam in Review

    Posted by on September 22, 2020

    The CII has released their papers from the exam sittings that happened in July this year.  In this article,...

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