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AF5

  • Married Couple’s Allowance: Tax Relief for Older UK Couples

    Posted by on November 26, 2024

    The Married Couple’s Allowance is a significant tax benefit available for couples in the UK where at least one...

    Brand Financial Training

  • Brand Bitesize: NS&I Premium Bonds

    Posted by on November 12, 2024

    In this Brand Bitesize video, we explore how premium bonds work, their prizes, and both the upsides and downsides....

    Brand Financial Training

  • Multi-Asset Funds Explained: Key Advantages and Disadvantages

    Posted by on November 5, 2024

    Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers...

    Brand Financial Training

  • Financial Planning After Divorce

    Posted by on October 29, 2024

    When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial...

    Brand Financial Training

  • Basic vs New State Pension: Key Differences Explained

    Posted by on October 22, 2024

    In this article, we take a look at the key differences between the two main types of State Pension:...

    Brand Financial Training

  • What are the duties of trustees?

    Posted by on October 8, 2024

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

    Brand Financial Training

  • The Main Changes in the 2024-25 CII R03 Study Text

    Posted by on August 27, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...

    Brand Financial Training

  • The Main Changes in the 2024-25 CII R02 Study Text

    Posted by on August 20, 2024

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...

    Brand Financial Training

  • Planning for Fixed Rate Mortgage Expiry

    Posted by on August 13, 2024

    In this article, we look at the options available to those whose fixed mortgage rates are coming to an...

    Brand Financial Training

  • All You Need to Know About ISAs

    Posted by on July 30, 2024

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect...

    Brand Financial Training

  • CII AF5 Financial Planning Process Study Kits

    Posted by on July 23, 2024

    Brand Financial Training

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

    Posted by on July 9, 2024

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

    Brand Financial Training

  • Exploring Employee Share Schemes

    Posted by on June 18, 2024

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly...

    Brand Financial Training

  • Understanding Lifetime Mortgages and Home Reversion Plans

    Posted by on June 11, 2024

    Here, we look at equity release and, in particular, lifetime mortgages and home reversion plans - useful for CII...

    Brand Financial Training

  • Help for Those Purchasing a First Home

    Posted by on May 14, 2024

    In this article, we look at the different sources of financial support available for first-time home buyers. This is...

    Brand Financial Training