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AF5

  • Brand Bitesize: Quick Succession Relief

    Posted by on May 10, 2022

    Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII...

    Brand Financial Training

  • What is the Residence Nil Rate Band?

    Posted by on May 10, 2022

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of...

    Brand Financial Training

  • Our Post-Exam Review of the February 2022 CII AF5 Exam

    Posted by on April 21, 2022

    The CII has now released the exam guide for the February sitting of AF5, so we can see how...

    Brand Financial Training

  • Tax Year End Planning

    Posted by on March 29, 2022

    Tax efficiency and tax planning of a client’s portfolio are often examined in the R06 and AF5 exams and...

    Brand Financial Training

  • Are you working towards RQF Level 6?

    Posted by on February 8, 2022

    Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...

    Brand Financial Training

  • Our Post-Exam Review of the October 2021 CII AF5 Exam

    Posted by on January 6, 2022

    The CII has now released the exam guide for the October sitting of AF5, so we can see how...

    Brand Financial Training

  • What is the remittance basis of taxation?

    Posted by on January 4, 2022

    The remittance basis are the alternative tax rules in place for those people who are UK-resident with overseas income...

    Brand Financial Training

  • How to Determine UK Residency Status

    Posted by on December 21, 2021

    A whole chapter of the CII's R03 study text is based on residence and domicile, so no doubt you'll...

    Brand Financial Training

  • How to Avoid the High Income Child Benefit Tax Charge

    Posted by on November 30, 2021

    The High Income Child Benefit Tax Charge can be tested in the CII R01, R03, R05, R06, AF1, and...

    Brand Financial Training

  • How to Calculate Redemption and Running Yields on a Bond

    Posted by on October 26, 2021

    If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...

    Brand Financial Training

  • Getting Back to Basics on Property Ownership

    Posted by on October 12, 2021

    In a recent CII written exam, the property owned by a husband and wife was held as tenants in...

    Brand Financial Training

  • Our Post-Exam Review of the June 2021 CII AF5 Exam

    Posted by on August 19, 2021

    The CII has now released the exam guide for the June sitting of AF5, so we can see how...

    Brand Financial Training

  • The Importance of Writing Individually Owned Life Policies Under Trust

    Posted by on August 3, 2021

    In this article, we discuss replacing death in service benefits with an individually owned life assurance policy and the...

    Brand Financial Training

  • Using Your Own Transport for Business

    Posted by on July 13, 2021

    Using your own transport for business may be tested in the CII exams R03 or within AF1. Read on...

    Brand Financial Training

  • Our Post-Exam Review of the March 2021 CII AF5 Exam

    Posted by on June 1, 2021

    The CII has now released the exam guide for the March sitting of AF5, so we can see how...

    Brand Financial Training