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October 12, 2021
Getting Back to Basics on Property Ownership
Posted by The Team at Brand Financial Training on October 12, 2021
In a recent CII written exam, the property owned by a husband and wife was held as tenants in...
August 24, 2021
Tips for Answering Questions on a CII Short-Answer Exam
Posted by The Team at Brand Financial Training on August 24, 2021
Taking the jump from the CII multiple-choice exams to the CII short-answer question exams can be a challenge. Here,...
July 20, 2021
The CII J02 April 2021 Exam in Review
Posted by The Team at Brand Financial Training on July 20, 2021
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
May 4, 2021
The CII J02 February 2021 Exam in Review
Posted by The Team at Brand Financial Training on May 4, 2021
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
January 19, 2021
The CII J02 October 2020 Exam in Review
Posted by The Team at Brand Financial Training on January 19, 2021
Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial...
November 10, 2020
What is a Breach of Trust?
Posted by The Team at Brand Financial Training on November 10, 2020
A trustee has a duty of utmost good faith with their main duty being to hold onto trust property...
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....