CF1
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November 17, 2020
What are the features of ‘Best Execution’ vs ‘Execution-Only’?
One area where we’ve found CII R01 and CF1 candidates have struggled in the past, is being able to...
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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 8, 2020
Becoming Familiar with Unit Trusts and OEICs
Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any...
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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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July 7, 2020
A Quick Revision Guide on Protection Products
Protection products are tested within the CII R01 exam, the R05 exam, the R06 exam, as well as the...
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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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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. ...
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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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December 10, 2019
What You Need to Know About the Senior Managers and Certification Regime
The Senior Managers and Certification Regime (SM&CR) replaces the Approved Persons Regime and from the 9th December 2019 applies...
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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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August 27, 2019
A High-Level Look at the Main Recommendations of the OTS’s IHT Review
In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...
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June 25, 2019
The CGT Consequences of Asset Disposals Between Spouses
This article discusses an area that often comes up in the CII multiple-choice and written exams: the capital gains...
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June 18, 2019
How to Answer a Taxing Question
We were recently asked about one of our questions that tests how dividends are taxed; this type of question...
