AF5
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June 27, 2023
The Hidden Benefits of Class 3 National Insurance Contributions
National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...
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June 13, 2023
Brand Bitesize: Self-Assessment
In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...
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May 18, 2023
Our Post-Exam Review of the February 2023 CII AF5 Exam
Here, we look at the exam guide for the February sitting of CII's AF5 exam, so we can see...
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April 25, 2023
Four Investment Ratio Calculations You Need to Master
We get regular queries surrounding the calculation of investment ratios - these are usually tested in R02 and often...
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April 11, 2023
Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...
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April 4, 2023
How to Determine Periodic and Exit Charges on a Discretionary Trust
Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this...
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March 21, 2023
What big pensions shake-up was announced in Spring Budget ’23?
During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...
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March 14, 2023
Brand Bitesize: Transfers into Discretionary Trusts
In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when...
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March 7, 2023
The Financial Implications of the Cuts to the Dividend Allowance
In this article, we look at the financial implications of the cuts to Dividend Allowance as well as some...
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February 28, 2023
The Capital Gains Tax (CGT) annual exempt amount falls
In this article, we look at the financial implications of the cuts to the CGT annual exempt amount as...
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February 21, 2023
Preparing for the CII’s AF5 and R06 Financial Advice Questions
In this article, we take a look at the financial advice process from an exam preparation perspective. This is...
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February 14, 2023
Brand Bitesize: Taxation of Dividends
In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...
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January 10, 2023
Pensions Tax Relief: What are you being asked?
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...
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December 6, 2022
Our Post-Exam Review of the September 2022 CII AF5 Exam
Here, we look at the exam guide for the September sitting of CII's AF5 exam, so we can see...
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November 1, 2022
Investing in Property
Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...
