R01
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October 27, 2020
Temporary Changes Affecting House Purchase in the UK
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...
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August 4, 2020
State Pension – The New and the Old
State Pension rose its head in one of the recent R06 case studies, so here are the details for...
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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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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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May 28, 2019
National Insurance Contributions for the Self-Employed
National Insurance Contributions (NICs) are covered in many CII exams including CF1, R01, R03 and AF1. Here, we look...
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May 29, 2018
Understanding How to Apply the Transferable Nil Rate Band
A popular topic for both R03 and AF1 exams, in particular, is the transferable nil rate band. It sometimes...
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April 3, 2018
Transfers to Non-Domiciled Spouses/Civil Partners
Inheritance tax is based on domicile status. There’s no strict definition of domicile, but it’s taken to be where...
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November 21, 2017
What are the differences between Sole Trader and Limited Company?
A friend asked me whether she should set up as a sole trader or as a limited company for...
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April 11, 2017
Increase to Probate Fees from May 2017
This article was written before the surprise 2017 General Election was announced. The probate fees were scrapped at that...
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March 28, 2017
The Ups and Downs of the FSCS Figure
For those who may have missed this (or are just confused by it!), the Financial Services Compensation Scheme (FSCS)...
