AF5
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October 25, 2022
Inheritance Tax and Exempt Transfers
For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...
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October 18, 2022
ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...
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October 11, 2022
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments....
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September 12, 2022
Our Post-Exam Review of the May 2022 CII AF5 Exam
Here, we look at the exam guide for the May sitting of CII's AF5 exam, so we can see...
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August 9, 2022
Brand Bitesize: Phased Annuity Purchase
Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This...
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August 2, 2022
Learning about Flexible Reversionary Trusts
A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...
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July 26, 2022
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of...
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July 5, 2022
Understanding Loan Trusts
Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...
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June 21, 2022
The Features and Benefits of a Family Income Benefit Policy
Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...
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June 14, 2022
What is a deed of variation?
Recently we have had a couple of queries on how a deed of variation works. These can be tested...
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June 14, 2022
Brand Bitesize: Tapered Annual Allowance
Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...
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May 17, 2022
How to Differentiate Between EIS, VCT, and SEIS
In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes...
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May 10, 2022
Brand Bitesize: Quick Succession Relief
Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII...