AF5
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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...
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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...
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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...
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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...
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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...
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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...
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October 3, 2023
Correlation is key to diversification, but what does it mean?
We are often told that correlation is a key aspect of diversification, but what does it mean? This article...
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September 19, 2023
A Clever Way of Reducing the Child Benefit Tax Charge
This article shares with you an example where a couple, who are receiving the child benefit for their two...
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September 12, 2023
Brand Bitesize: Pension Carry Forward
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...
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August 8, 2023
Choosing Between Lump Sum and Regular Savings
In the CII R06 or AF5 exams, one question that often pops up is the consideration of whether it’s...
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August 1, 2023
Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement
For candidates preparing for their CII R06 or AF5 exams, understanding a client's net asset statement provides a comprehensive...
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June 27, 2023
The Hidden Benefits of Class 3 National Insurance Contributions
National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...
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June 13, 2023
Brand Bitesize: Self-Assessment
In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...