AF5
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April 27, 2021
The CII Advanced Diploma – The Path of Least Resistance
If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting....
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April 20, 2021
Minimise CGT on a Property Disposal with this Exemption
We all know that when we sell our house it is exempt from capital gains tax (CGT) if it...
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February 23, 2021
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore...
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January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...
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January 7, 2021
Our Post-Exam Review of the October 2020 CII AF5 Exam
The CII has now released the exam paper for the October sitting of AF5, so we can see how...
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October 27, 2020
Temporary Changes Affecting House Purchase in the UK
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...
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September 24, 2020
Our Post-Exam Review of the July 2020 CII AF5 Exam
The cancelled AF5 exam from April was sat by candidates in July, and now that the CII has released...
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August 4, 2020
State Pension – The New and the Old
State Pension rose its head in one of the recent R06 case studies, so here are the details for...
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June 30, 2020
What is a General Power of Attorney?
Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...
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May 12, 2020
9 Ways to Increase Your Chances of Passing Your CII Written Exam
With some written exams back on track for July and the rest in October, it’s time to think about...
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April 21, 2020
Tapering the Annual Pension Allowance for High Earners
In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...
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April 14, 2020
Changes to the Intestacy Rules
With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...
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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 4, 2020
How to Apply the Savings Rate of Tax
The 0% savings rate of income tax can be tested in CF1, R03, R06, AF1 and even AF5. ...
