R03
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September 2, 2026
The Main Changes in the 2026-27 CII R02 and R03 Study Texts
Here, we take a look at the main changes that you’ll come across in the 2026/27 version of the...
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August 25, 2026
Inheritance Tax Planning and the 14-Year Rule
We are all familiar with the 7-year rule for making effective lifetime gifts for Inheritance Tax planning, and some...
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August 21, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 21 Aug 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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August 11, 2026
Brand Bitesize: Personal Savings Allowance and Dividend Allowance
In this Brand Bitesize video, we take a look at the Personal Savings Allowance and the Dividend Allowance –...
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July 17, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 17 Jul 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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July 7, 2026
Capital Gains Tax and Private Residence Relief
Understanding how PRR works is important for both tax planning and CII exam revision purposes. This article is particularly...
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June 12, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 12 Jun 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 19, 2026
How to Triumph Over the CII’s Multi-Response Question
Multi-response questions can feel intimidating because they ask you to hold several possible answers in mind at once –...
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May 12, 2026
How to Triumph Over the CII’s Level 4 Multiple-Choice Question
Level 4 CII exams often feel like a big step up because the questions are no longer just testing...
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May 12, 2026
Brand Bitesize: Taxation of Trusts
In this Brand Bitesize video, we take a look at the taxation of trusts – relevant to the CII...
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May 8, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 8 May 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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April 3, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 3 Apr 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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March 10, 2026
Becoming Familiar with Unit Trusts and OEICs
In this article we cover some useful facts about unit trusts and open-ended investment companies (OEICs) – of interest...
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March 10, 2026
Brand Bitesize: Extending the Basic Rate Band with Pension Contributions
In this Brand Bitesize video, we take a look at extending the basic rate band with pension contributions –...
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February 27, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 27 Feb 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
