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AF5

  • Late Submission of Your Tax Self-Assessment: A Costly Mistake

    Posted by on February 11, 2020

    If you're someone who missed the 31st January deadline for tax self-assessment, it could be painful for you financially....

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  • How to Apply the Savings Rate of Tax

    Posted by on February 4, 2020

    The 0% savings rate of income tax can be tested in CF1, R03, R06, AF1 and even AF5. ...

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  • PE Ratios – What are they and what do they mean?

    Posted by on January 14, 2020

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....

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  • How to Tackle NIC Questions on your CII Exam

    Posted by on January 7, 2020

    This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...

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  • Our Post-Exam Review of the October 2019 CII AF5 Exam

    Posted by on January 2, 2020

    Now the CII has released the papers for the October exams, we can see how we did in our...

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  • What are the duties of trustees?

    Posted by on December 17, 2019

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...

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  • The Difference Between the Basic and New State Pensions

    Posted by on November 26, 2019

    State pensions can be tested where you might not always expect them to be. Clearly they can be tested...

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  • What are fixed interest securities?

    Posted by on November 19, 2019

    As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...

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  • The Rules Surrounding Wills

    Posted by on November 12, 2019

    It is still the case that an alarming number of people have not written a will. For these people,...

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  • Help to Buy ISAs versus the Lifetime ISA

    Posted by on November 5, 2019

    With time running out to apply for a new Help to Buy ISA, here we look at the differences...

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  • Lifetime Allowance is likely to be tested on CII Pension Exams

    Posted by on October 15, 2019

    Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...

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  • What is a Relevant Life Plan?

    Posted by on October 8, 2019

    This article explains what a Relevant Life Plan is, when it would be used and by whom. You'll find...

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  • What is cash flow modelling?

    Posted by on October 1, 2019

    Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you...

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  • How to Calculate the Top-Slicing Relief on UK Investment Bonds

    Posted by on September 17, 2019

    Now the new CII examining year has started, we thought we would have a look at the five-step process...

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  • A High-Level Look at the Main Recommendations of the OTS’s IHT Review

    Posted by on August 27, 2019

    In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...

    Brand Financial Training