CF1
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July 13, 2021
Using Your Own Transport for Business
Using your own transport for business may be tested in the CII exams R03 or within AF1. Read on...
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March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
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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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February 16, 2021
What are Freehold, Leasehold, and Commonhold?
In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold...
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February 9, 2021
A Quick Look at The Money and Pensions Service
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
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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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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...