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  • Tax Implications of Assigning Investment Bonds

    Posted by on April 30, 2024

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF4 Exam – April 2024

    Posted by on April 16, 2024

    In this article, we are taking a look at the questions asked in four past papers of the CII’s...

    Brand Financial Training

  • Getting to Know the ‘Know Your Customer’ Rules

    Posted by on March 26, 2024

    Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...

    Brand Financial Training

  • Order of Taxing Income

    Posted by on March 19, 2024

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...

    Brand Financial Training

  • A Closer Look at Purchased Life Annuities

    Posted by on February 27, 2024

    In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...

    Brand Financial Training

  • The CII AF4 October 2023 Exam in Review

    Posted by on January 23, 2024

    It’s now time for us to turn our attention to the October CII AF4 exam. The following will be...

    Brand Financial Training

  • Brand Bitesize: Earnings Per Share

    Posted by on December 12, 2023

    In this Brand Bitesize video, we talk about Earnings Per Share. This is useful for CII R02, J10, J12,...

    Brand Financial Training

  • CII Exam Combinations to Consider

    Posted by on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training

  • Jane’s CII AF4 Exam Experience: Insights, Tips, and Challenges

    Posted by on October 31, 2023

    To ensure we stay in touch with candidates’ exam experiences, we regularly ask our team members to sit the...

    Brand Financial Training

  • Understanding Gilts: Two Types and Trading Conventions

    Posted by on October 24, 2023

    In this article, we look at gilts, focusing in particular on the two different types available and two trading...

    Brand Financial Training

  • Correlation is key to diversification, but what does it mean?

    Posted by on October 3, 2023

    We are often told that correlation is a key aspect of diversification, but what does it mean? This article...

    Brand Financial Training

  • Transferring your Child Trust Fund to a Junior ISA

    Posted by on September 12, 2023

    The following discusses Junior ISAs and what's involved in transferring a Child Trust Fund (CTF) to a Junior ISA....

    Brand Financial Training

  • Brand Bitesize: Alpha

    Posted by on August 8, 2023

    In this Brand Bitesize video, we take a quick look at what 'alpha' is and how it is calculated....

    Brand Financial Training

  • National Insurance and Stamp Duty Land Tax Changes

    Posted by on May 23, 2023

    2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the...

    Brand Financial Training

  • Brand Bitesize: Capital Asset Pricing Model (CAPM)

    Posted by on May 9, 2023

    In this Brand Bitesize video, we take a look at the Capital Asset Pricing Model. This could be useful...

    Brand Financial Training