R01
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February 23, 2021
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore...
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February 16, 2021
What are Freehold, Leasehold, and Commonhold?
In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold...
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February 9, 2021
A Quick Look at The Money and Pensions Service
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
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January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...
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November 17, 2020
What are the features of ‘Best Execution’ vs ‘Execution-Only’?
One area where we’ve found CII R01 and CF1 candidates have struggled in the past, is being able to...
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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...
