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  • Becoming Familiar with Unit Trusts and OEICs

    Posted by on September 8, 2020

    Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any...

    Brand Financial Training
  • State Pension – The New and the Old

    Posted by on August 4, 2020

    State Pension rose its head in one of the recent R06 case studies, so here are the details for...

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  • The Little-Known Tax Perk of Being Married

    Posted by on July 14, 2020

    The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply...

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  • A Quick Revision Guide on Protection Products

    Posted by on July 7, 2020

    Protection products are tested within the CII R01 exam, the R05 exam, the R06 exam, as well as the...

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  • Changes to the Intestacy Rules

    Posted by on April 14, 2020

    With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...

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  • Late Submission of Your Tax Self-Assessment: A Costly Mistake

    Posted by on February 11, 2020

    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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  • How to Apply the Savings Rate of Tax

    Posted by on February 4, 2020

    The 0% savings rate of income tax can be tested in CF1, R03, R06, AF1 and even AF5. ...

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  • How to Tackle NIC Questions on your CII Exam

    Posted by on January 7, 2020

    This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...

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  • The Life Cycles That Impact Protection Levels

    Posted by on December 31, 2019

    Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...

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  • What You Need to Know About the Senior Managers and Certification Regime

    Posted by on December 10, 2019

    The Senior Managers and Certification Regime (SM&CR) replaces the Approved Persons Regime and from the 9th December 2019 applies...

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  • What are fixed interest securities?

    Posted by on November 19, 2019

    As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...

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  • The Rules Surrounding Wills

    Posted by on November 12, 2019

    It is still the case that an alarming number of people have not written a will. For these people,...

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  • Help to Buy ISAs versus the Lifetime ISA

    Posted by on November 5, 2019

    With time running out to apply for a new Help to Buy ISA, here we look at the differences...

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  • A High-Level Look at the Main Recommendations of the OTS’s IHT Review

    Posted by on August 27, 2019

    In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...

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  • The CGT Consequences of Asset Disposals Between Spouses

    Posted by on June 25, 2019

    This article discusses an area that often comes up in the CII multiple-choice and written exams: the capital gains...

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