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  • Three-Month Penalty Looming for Self-Assessment Procrastinators

    Posted by on April 23, 2019

    So it’s already well into April and as the sky turns from winter grey to pale blue Spring, all...

    Brand Financial Training
  • To marry or not to marry? In the UK, it’s a tax question!

    Posted by on March 20, 2018

    Recently, we looked at the Marriage Allowance, and it got us thinking about the 3.3 million couples who choose...

    Brand Financial Training
  • Hot Topic – CII Exams Pass Rates for 2013

    Posted by on March 4, 2014

    http://www.brandft.co.uk/ The CII have published their 2013 exam pass rates, and below we compare the Annual Pass Rates with...

    Brand Financial Training
  • Hot Topic – Increased CGT for Landlords from April

    Posted by on February 18, 2014

    http://www.brandft.co.uk/ From April 2014 landlords will see a reduction in a valuable tax break which could hit some quite...

    Brand Financial Training
  • Hot Topic – Transferring Your CTF to a Junior ISA

    Posted by on January 8, 2014

    http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...

    Brand Financial Training
  • Hot Topic – CII R06 and AF5 – October 2013

    Posted by on October 1, 2013

    http://www.brandft.co.uk/ Are you sitting either of the above exams next week?   If so, you will of course have received...

    Brand Financial Training
  • Hot Topic – Barclays Bank Rights Issue

    Posted by on September 5, 2013

    http://www.brandft.co.uk/ After reading in the news today that shareholders in Barclays have until 13th September to take part in...

    Brand Financial Training
  • Hot Topic – CII R06 – Post Exam Analysis of our Analysis

    Posted by on July 17, 2013

    http://www.brandft.co.uk Having spoken to one of the team in Brand Financial Training who sat the R06 exam this time...

    Brand Financial Training
  • Hot Topic – Which Study Materials to Use for CII AF Exams?

    Posted by on July 10, 2013

    http://www.brandft.co.uk Having recently been involved with a discussion over what materials to use to study for AF exams, we...

    Brand Financial Training
  • Hot Topic – Whatever happened to the MIP?

    Posted by on May 9, 2013

    http://www.brandft.co.uk/ 10 year qualifying policies – fondly known as MIPs – Maximum Investment Plans – I always had a...

    Brand Financial Training
  • Hot Topic – Pensions and Divorce

    Posted by on April 10, 2013

    I was talking to an IFA recently about the impact of divorce on pensions.  He had a client facing...

    Brand Financial Training
  • Hot Topic – The Budget

    Posted by on March 28, 2013

    So what did we think of the budget this year?  It seemed like a good one for small businesses...

    Brand Financial Training
  • Hot Topic – Junior ISA

    Posted by on February 28, 2013

    In the CII J10 manual (and of course in R02 and other investment exams too) it talks about Junior...

    Brand Financial Training
  • Hot Topic – Furnished Holiday Lets and BPR

    Posted by on February 5, 2013

    Anyone sitting a written taxation/investment exam last year and faced with a holiday home question and tax calculation may...

    Brand Financial Training
  • Hot Topic – Capped Drawdown – CII CF4, R04, J04, J05, AF3

    Posted by on January 30, 2013

    Buried deep in the Autumn Statement last year was the announcement that investors in capped drawdown would be able...

    Brand Financial Training