September 24, 2020
The cancelled AF5 exam from April was sat by candidates in July, and now that the CII has released...
September 8, 2020
Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any...
July 14, 2020
The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply...
June 30, 2020
Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...
May 12, 2020
With some written exams back on track for July and the rest in October, it’s time to think about...
May 5, 2020
In our recent article, we looked at the income tax position of the three main types of trust that...
April 28, 2020
Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the...
April 21, 2020
In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...
April 14, 2020
With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...
April 7, 2020
In this article, we look at entrepreneurs’ relief which can be claimed by someone selling or disposing of all...
March 3, 2020
In this article, we look at how to prepare for the CII AF5, the Financial Planning Process advanced paper.
February 11, 2020
If you're someone who missed the 31st January deadline for tax self-assessment, it could be painful for you financially....
January 14, 2020
The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....