Brand Financial Training > R01

R01

January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Posted by The Team at Brand Financial Training on January 12, 2021
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...
December 4, 2020
Friday Five Focus on Regulation – 4 December – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on December 4, 2020
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
November 17, 2020
What are the features of ‘Best Execution’ vs ‘Execution-Only’?
Posted by The Team at Brand Financial Training on November 17, 2020
One area where we’ve found CII R01 and CF1 candidates have struggled in the past, is being able to...
October 30, 2020
Friday Five Focus on Regulation – 30 October – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on October 30, 2020
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
October 27, 2020
Temporary Changes Affecting House Purchase in the UK
Posted by The Team at Brand Financial Training on October 27, 2020
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...
September 25, 2020
Friday Five – 25 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 25, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
September 18, 2020
Friday Five – 18 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 18, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
September 11, 2020
Friday Five – 11 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 11, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
September 8, 2020
Becoming Familiar with Unit Trusts and OEICs
Posted by The Team at Brand Financial Training on September 8, 2020
Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any...
September 4, 2020
Friday Five – 4 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 4, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
August 28, 2020
Friday Five – 28 August – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on August 28, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
August 21, 2020
Friday Five – 21 August – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on August 21, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
August 14, 2020
Friday Five – 14 August – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on August 14, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
August 7, 2020
Friday Five – 7 August – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on August 7, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
August 4, 2020
State Pension – The New and the Old
Posted by The Team at Brand Financial Training on August 4, 2020
State Pension rose its head in one of the recent R06 case studies, so here are the details for...

Friday Five Focus on Protection – 15 January – 5 Questions in 5 Minutes By The Team at Brand Financial Training on January 15, 2021
The CII AF7 October 2020 Exam in Review By The Team at Brand Financial Training on January 14, 2021
Newsletter for January 2021 By The Team at Brand Financial Training on January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief By The Team at Brand Financial Training on January 12, 2021