AF5
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April 7, 2020
Reducing Capital Gains Tax with Entrepreneur’s Relief
In this article, we look at entrepreneurs’ relief which can be claimed by someone selling or disposing of all...
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March 3, 2020
DOs and DON’Ts for the AF5 CII Exam
In this article, we look at how to prepare for the CII AF5, the Financial Planning Process advanced paper.
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February 11, 2020
Late Submission of Your Tax Self-Assessment: A Costly Mistake
If you're someone who missed the 31st January deadline for tax self-assessment, it could be painful for you financially....
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January 14, 2020
PE Ratios – What are they and what do they mean?
The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....
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January 7, 2020
How to Tackle NIC Questions on your CII Exam
This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...
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January 2, 2020
Our Post-Exam Review of the October 2019 CII AF5 Exam
Now the CII has released the papers for the October exams, we can see how we did in our...
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December 17, 2019
What are the duties of trustees?
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...
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November 19, 2019
What are fixed interest securities?
As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...
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November 12, 2019
The Rules Surrounding Wills
It is still the case that an alarming number of people have not written a will. For these people,...
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November 5, 2019
Help to Buy ISAs versus the Lifetime ISA
With time running out to apply for a new Help to Buy ISA, here we look at the differences...
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October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
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October 8, 2019
What is a Relevant Life Plan?
This article explains what a Relevant Life Plan is, when it would be used and by whom. You'll find...