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AF5

  • 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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  • Our Post-Exam Review of the October 2020 CII AF5 Exam

    Posted by on January 7, 2021

    The CII has now released the exam paper for the October sitting of AF5, so we can see how...

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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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  • Our Post-Exam Review of the July 2020 CII AF5 Exam

    Posted by on September 24, 2020

    The cancelled AF5 exam from April was sat by candidates in July, and now that the CII has released...

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  • Becoming Familiar with Unit Trusts and OEICs

    Posted by on September 8, 2020

    Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any...

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  • State Pension – The New and the Old

    Posted by on August 4, 2020

    State Pension rose its head in one of the recent R06 case studies, so here are the details for...

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  • The Little-Known Tax Perk of Being Married

    Posted by on July 14, 2020

    The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply...

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  • What is a General Power of Attorney?

    Posted by on June 30, 2020

    Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...

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  • 9 Ways to Increase Your Chances of Passing Your CII Written Exam

    Posted by on May 12, 2020

    With some written exams back on track for July and the rest in October, it’s time to think about...

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  • The Taxation of Trusts Can Be Tricky – Part 2

    Posted by on May 5, 2020

    In our recent article, we looked at the income tax position of the three main types of trust that...

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  • The Taxation of Trusts Can Be Tricky

    Posted by on April 28, 2020

    Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the...

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  • Tapering the Annual Pension Allowance for High Earners

    Posted by on April 21, 2020

    In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...

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  • Changes to the Intestacy Rules

    Posted by on April 14, 2020

    With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...

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  • Reducing Capital Gains Tax with Entrepreneur’s Relief

    Posted by on April 7, 2020

    In this article, we look at entrepreneurs’ relief which can be claimed by someone selling or disposing of all...

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  • DOs and DON’Ts for the AF5 CII Exam

    Posted by on March 3, 2020

    In this article, we look at how to prepare for the CII AF5, the Financial Planning Process advanced paper.

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