R03
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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,...
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February 17, 2026
Pensions and IHT – The Practical Impact
In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt...
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January 23, 2026
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 23 Jan 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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December 19, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 19 Dec 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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November 14, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 14 Nov 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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October 10, 2025
Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 10 Oct 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 16, 2025
The Main Changes in the 2025-26 CII R03 Study Text
Here, we take a look at the main changes that you’ll come across in the 2025/26 version of the...
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July 22, 2025
How the Dividend Allowance and Personal Savings Allowance (PSA) work
The dividend allowance and personal savings allowance (PSA) can help reduce the amount of tax you pay on investment...
