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AF5

  • 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...

    Brand Financial Training
  • 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,...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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,...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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
  • Capital Gains Tax Reliefs

    Posted by on July 9, 2019

    There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams...

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

    Posted by on July 4, 2019

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

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  • The CGT Consequences of Asset Disposals Between Spouses

    Posted by on June 25, 2019

    This article discusses an area that often comes up in the CII multiple-choice and written exams: the capital gains...

    Brand Financial Training
  • How to Answer a Taxing Question

    Posted by on June 18, 2019

    We were recently asked about one of our questions that tests how dividends are taxed; this type of question...

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  • How to Determine Periodic and Exit Charges on a Discretionary Trust

    Posted by on June 11, 2019

    Discretionary trust taxation came up on the most recent CII AF1 paper, and as much as we have covered...

    Brand Financial Training
  • Understanding the Taxation of Offshore Investment Funds

    Posted by on May 21, 2019

    In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...

    Brand Financial Training
  • Deeds of Variation vs Disclaimers in Post-Death Planning

    Posted by on May 14, 2019

    Both deeds of variation and disclaimers can be used to vary or redirect assets from a deceased’s person’s estate....

    Brand Financial Training