AF1
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April 16, 2019
Learning About Bankruptcy and Debt Relief Orders
Questions regarding bankruptcy can appear on the CII AF1, AF2 and J03 exams. Don’t be caught out not knowing...
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April 9, 2019
Everyone should have a will
Everyone should have a will, yet the fact is that only 1 out of 3 of us actually gets...
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March 26, 2019
How to Calculate Quick Succession Relief
Quick Succession Relief is something that has often come up in both the AF5 and AF1 written exams. It’s...
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March 5, 2019
Not Claiming the Child Benefit Could Mean Lost Money
This article discusses the impact on State pension entitlements when a couple chooses not to claim the child benefit,...
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February 26, 2019
How to Answer Factors-Type Questions on your CII AF Exam
With some of the CII’s advanced papers, we have noticed that a particular style of question often appears, where...
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January 10, 2019
The CII AF1 October 2018 Exam in Review
As the CII have now released their exam papers from October, it’s time for us to see what was...
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November 27, 2018
How to Calculate the January Tax Bill
Read on to view an example that illustrates how a self-employed person would calculate the tax payment due on...
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November 20, 2018
Know how to apply the 36% IHT rate?
The 36% inheritance tax rate has been with us for a while now but who understands how it actually...
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November 13, 2018
What are the 4 categories of Lifetime Transfers?
Learn about the four types of lifetime transfers as you revise for your CII AF1, AF5, R03 or R06...
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October 30, 2018
How To Decide if an Individual is Employed or Self-Employed
A recent focus on companies such as Deliveroo and Uber has highlighted the issue of whether someone is classed...
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October 9, 2018
How to Achieve Minimum Tax Liability with Clustered Bonds
Clustering, or segmentation, is something that is tested within various CII exams. For example, it can feature in AF1,...
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October 2, 2018
How to Gross Up Chargeable Lifetime Transfers When the Donor Pays the Inheritance Tax
A question that has come up in J02, R03 and AF1 is the grossing up of chargeable lifetime transfers...
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July 12, 2018
The CII AF1 April 2018 Exam in Review
As the CII have now released their exam papers from April, it’s time for us to see what was...
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July 10, 2018
The Certainties of Life: Death, Taxes and IHT Questions on your CII AF1 or R03 Exam
There are only two certainties in life according to Benjamin Franklin. To those, we can add the certainty that...
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May 29, 2018
Understanding How to Apply the Transferable Nil Rate Band
A popular topic for both R03 and AF1 exams, in particular, is the transferable nil rate band. It sometimes...
