Nearly 1 million free-resource-downloads and-counting

AF5

  • Learning about Flexible Reversionary Trusts

    Posted by on August 2, 2022

    A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...

    Brand Financial Training
  • Getting to Know the Main Types of Long-Term Care Insurance

    Posted by on July 26, 2022

    Last week, we looked at State benefits for long-term care. In this article, we review the main types of...

    Brand Financial Training
  • State Benefits Pertaining to Long-Term Care

    Posted by on July 19, 2022

    There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age)...

    Brand Financial Training
  • Understanding Loan Trusts

    Posted by on July 5, 2022

    Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...

    Brand Financial Training
  • The Features and Benefits of a Family Income Benefit Policy

    Posted by on June 21, 2022

    Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...

    Brand Financial Training
  • What is a deed of variation?

    Posted by on June 14, 2022

    Recently we have had a couple of queries on how a deed of variation works.  These can be tested...

    Brand Financial Training
  • Brand Bitesize: Tapered Annual Allowance

    Posted by on June 14, 2022

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...

    Brand Financial Training
  • How to Differentiate Between EIS, VCT, and SEIS

    Posted by on May 17, 2022

    In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...

    Brand Financial Training
  • Brand Bitesize: Quick Succession Relief

    Posted by on May 10, 2022

    Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII...

    Brand Financial Training
  • What is the Residence Nil Rate Band?

    Posted by on May 10, 2022

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of...

    Brand Financial Training
  • Our Post-Exam Review of the February 2022 CII AF5 Exam

    Posted by on April 21, 2022

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

    Brand Financial Training
  • Tax Year End Planning

    Posted by on March 29, 2022

    Tax efficiency and tax planning of a client’s portfolio are often examined in the R06 and AF5 exams and...

    Brand Financial Training
  • Are you working towards RQF Level 6?

    Posted by on February 8, 2022

    Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...

    Brand Financial Training
  • Our Post-Exam Review of the October 2021 CII AF5 Exam

    Posted by on January 6, 2022

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

    Brand Financial Training
  • What is the remittance basis of taxation?

    Posted by on January 4, 2022

    The remittance basis are the alternative tax rules in place for those people who are UK-resident with overseas income...

    Brand Financial Training