AF5
-
October 31, 2017
The Two Pools Approach to Asset Allocation
This article is helpful to those studying for their CII AF1, AF5, R04 and R06 exams. It outlines the...
-
October 24, 2017
Understanding How the Letting Exemption is Applied
We all know that when we sell our house, it is exempt from capital gains tax (CGT) if it’s...
-
October 3, 2017
How the 14-Year-Rule for Lifetime Gifts Works
We’ve all heard of the 14-Year Rule for Lifetime Gifts, but how many know (remember?) how it works? This...
-
September 6, 2017
-
July 25, 2017
Our Post-Exam Review of the April 2017 CII AF5 Exam
Now the CII have released the papers for the April exams, we can see how we did in our...
-
July 18, 2017
How to Know When the Higher Tax Applies to Second Properties
As we all know, purchases of second and buy-to-let properties incur an extra 3% Stamp Duty Land Tax (SDLT),...
-
May 16, 2017
Shareholder Protection: 3 Things That Need to Be in Place to Protect All Parties
If you are sitting the CII AF2, AF5 or J03 exams, then this post is of particular use to...
-
May 9, 2017
Combined Life and Critical Illness Cover and the Use of Trusts
With a combined life policy with CIC, you need to use a special type of trust to ensure that...
-
March 28, 2017
The Ups and Downs of the FSCS Figure
For those who may have missed this (or are just confused by it!), the Financial Services Compensation Scheme (FSCS)...
-
January 10, 2017
How to Use the 6 Steps to Calculate Income Tax
Previously, we went through the six steps to working out someone’s income tax liability; this week we are putting...
-
December 20, 2016
Our Post-Exam Review of the October 2016 CII AF5 Exam
Now the CII have released the exam papers from October we can see how we did in our AF5...
-
December 13, 2016
The 6 Steps for Working Out Income Tax
Here, you will find a useful step-by-step that will aid CII AF1 candidates in remembering how to determine income...
-
November 15, 2016
Delving into the Detail of the Increased Stamp Duty Land Tax
As we all know, Stamp Duty Land Tax (SDLT) increased in April, for those people buying second and buy-to-let...