AF4
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May 21, 2019
Understanding the Taxation of Offshore Investment Funds
In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...
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April 2, 2019
Do you know about Yield Curves and Modified Duration?
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...
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January 17, 2019
The CII AF4 October 2018 Exam in Review
It’s now time for us to turn our attention to the October 2018 CII AF4 exam. The following will be...
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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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August 14, 2018
2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time
If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...
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July 31, 2018
The CII AF4 April 2018 Exam in Review
The CII AF4 exam paper from the April sitting looks, on first sight, as a challenging exam. AF4 usually...
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April 17, 2018
Discounted Gift Trust – a Useful Inheritance Tax Planning Tool
The following advises readers what a discounted gift trust is and provides an example that illustrates how it is...
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January 30, 2018
The October 2017 Exam for CII AF4 – As Challenging As Ever!
The latest CII AF4 exam paper looked as if it was as challenging as ever, so a successful candidate...
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December 5, 2017
What are Yield Curves?
The following is an explanation of what yield curves are. We will also touch on the different types of...
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July 18, 2017
How to Know When the Higher Tax Applies to Second Properties
As we all know, purchases of second and buy-to-let properties incur an extra 3% Stamp Duty Land Tax (SDLT),...
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July 13, 2017
The CII’s AF4 is a challenge but success is achievable with preparation – April 2017 Exam Review
The AF4 exam is always a challenge and, as is the case with all AF exams, the successful student...
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April 4, 2017
How to Calculate Modified Duration
Fixed interest securities are also known as bonds, loan stock and even debt securities. In simpler terms, we know...
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March 28, 2017
The Ups and Downs of the FSCS Figure
For those who may have missed this (or are just confused by it!), the Financial Services Compensation Scheme (FSCS)...