AF5
-
July 9, 2024
PE Ratios – What are they and what do they mean?
The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....
-
May 14, 2024
Help for Those Purchasing a First Home
In this article, we look at the different sources of financial support available for first-time home buyers. This is...
-
April 30, 2024
Tax Implications of Assigning Investment Bonds
In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...
-
April 23, 2024
Our Post-Exam Review of the February 2024 CII AF5 Exam
The CII has now released the exam guide for the February sitting of AF5 so we can see how...
-
March 26, 2024
Getting to Know the ‘Know Your Customer’ Rules
Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...
-
March 19, 2024
Order of Taxing Income
Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...
-
February 20, 2024
What Happens on the Death of an ISA Holder
Here, we take a look at what happens on the death of an ISA holder and a special allowance...
-
February 13, 2024
A Look at Trusts for Bereaved Minors and 18 to 25s
The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...
-
February 13, 2024
Brand Bitesize: Enterprise Investment Scheme
In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...
-
November 28, 2023
Our Post-Exam Review of the September 2023 CII AF5 Exam
Here, we look at the exam guide for the September sitting of CII's AF5 exam, so we can see...
-
November 14, 2023
Brand Bitesize: Sharpe Ratio
In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...
-
November 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...