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  • Top Tip – Sufficient UK Ties Test and Split Years

    Posted by on August 28, 2013

      Last week we looked at the three statutory UK residency tests. We looked at the ‘automatically not UK...

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  • Fast-track to Chartered Financial Planner Within the Year

    Posted by on August 13, 2013

    Written by John Reynolds the pension professor @expertpensions You might have seen the recent article ‘Chartered Adviser numbers swell...

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  • Are you working towards RQF Level 6?

    Posted by on July 31, 2013

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

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  • Hot Topic – Which Study Materials to Use for CII AF Exams?

    Posted by on July 10, 2013 Having recently been involved with a discussion over what materials to use to study for AF exams, we...

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  • Top Tip – Chargeable Events on Bonds

    Posted by on January 23, 2013

    In this article we look at bonds under trust and what happens when a chargeable event happens.  Who is...

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  • Top Tip – Child Benefit and Pension contributions continued – CII R03, J01 or AF1

    Posted by on January 3, 2013

    Last time, I started off the topic of Child Benefit and what could be done if someone was in...

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  • Child Benefit Tax Charge – CII R03 or AF1

    Posted by on January 2, 2013

    The high income Child Benefit Tax Charge is a tax charge for individuals with  total taxable income over £50,000...

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  • Avoiding the Tax Traps

    Posted by on July 10, 2012

    Written by Tina Winter Back in the day, income tax personal allowances were simple animals, and it was...

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  • Tax avoidance or tax evasion?

    Posted by on July 3, 2012

    If you’re studying for R03 or AF1, it pays to remember K2. Not the mountain in the Himalayas, but...

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  • AF1 Exam: Personal Trust and Tax Planning

    Posted by on January 10, 2012

    What to Expect from the AF1 Exam The AF1 exam, personal trust and tax planning, is one of the...

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