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June 30, 2020
What is a General Power of Attorney?
Posted by The Team at Brand Financial Training on June 30, 2020
Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...
May 5, 2020
The Taxation of Trusts Can Be Tricky – Part 2
Posted by The Team at Brand Financial Training on May 5, 2020
In our recent article, we looked at the income tax position of the three main types of trust that...
April 28, 2020
The Taxation of Trusts Can Be Tricky
Posted by The Team at Brand Financial Training on April 28, 2020
Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the...
April 14, 2020
Changes to the Intestacy Rules
Posted by The Team at Brand Financial Training on April 14, 2020
With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...
January 16, 2020
The CII J02 October 2019 Exam in Review
Posted by The Team at Brand Financial Training on January 16, 2020
Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial...
December 17, 2019
What are the duties of trustees?
Posted by The Team at Brand Financial Training on December 17, 2019
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...
July 16, 2019
The CII J02 April 2019 Exam in Review
Posted by The Team at Brand Financial Training on July 16, 2019
Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial...
June 11, 2019
How to Determine Periodic and Exit Charges on a Discretionary Trust
Posted by The Team at Brand Financial Training on June 11, 2019
Discretionary trust taxation came up on the most recent CII AF1 paper, and as much as we have covered...
May 14, 2019
Deeds of Variation vs Disclaimers in Post-Death Planning
Posted by The Team at Brand Financial Training on May 14, 2019
Both deeds of variation and disclaimers can be used to vary or redirect assets from a deceased’s person’s estate....
January 29, 2019
The CII J02 October 2018 Exam in Review
Posted by The Team at Brand Financial Training on January 29, 2019
Next in line for our exam paper analysis is J02, the exam which covers trusts – useful for those preparing...
December 11, 2018
What is an Individual Voluntary Arrangement?
Posted by The Team at Brand Financial Training on December 11, 2018
With reports that cases of bankruptcy are on the increase, we thought we would look at an alternative which...
October 2, 2018
How to Gross Up Chargeable Lifetime Transfers When the Donor Pays the Inheritance Tax
Posted by The Team at Brand Financial Training on October 2, 2018
A question that has come up in J02, R03 and AF1 is the grossing up of chargeable lifetime transfers...
August 9, 2018
The CII J02 April 2018 Exam in Review
Posted by The Team at Brand Financial Training on August 9, 2018
Next in line for our exam paper analysis is J02, the exam which covers trusts – useful for those preparing...
June 5, 2018
What is a deed of variation?
Posted by The Team at Brand Financial Training on June 5, 2018
Recently we have had a couple of queries on how a deed of variation works. These can be tested...
May 22, 2018
Discounted Gift Trust – How a Chargeable Event May Be Taxed
Posted by The Team at Brand Financial Training on May 22, 2018
The following takes a closer look at a discounted gift trust and how a chargeable event on the investment...