CF1
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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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July 14, 2020
The Little-Known Tax Perk of Being Married
The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply...
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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 11, 2020
Late Submission of Your Tax Self-Assessment: A Costly Mistake
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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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 31, 2019
The Life Cycles That Impact Protection Levels
Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...
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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...