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  • CII Exams
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      • CII FA2 Pensions Administration
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      • IF Exams
      • CII IF1 Insurance Legal and Regulatory
      • CII IF2 General Insurance Business
      • CII IF3 Insurance Underwriting Process
      • CII IF4 Insurance Claims Handling Process
      • CII IF5 Motor Insurance Products
      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
      • CII J07 Supervision in a Regulated Environment
      • CII J10 Discretionary Investment Management
      • CII J12 Securities Advice and Dealing
      • LP Exams
      • CII LP2 Financial Services Products and Solutions
    • Exam-Col-03
      • R0 Exams
      • CII R01 Financial Services, Regulation and Ethics
      • CII R02 Investment Principles and Risk
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      • CII Certificate in Advanced Mortgage Advice
      • CII Certificate in Discretionary Investment Management
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Brand Financial Training > R03

R03

  • January 7, 2020
    How to Tackle NIC Questions on your CII Exam

    How to Tackle NIC Questions on your CII Exam

    Posted by The Team at Brand Financial Training on January 7, 2020

    This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...

    Brand Financial Training
  • November 19, 2019
    What are fixed interest securities?

    What are fixed interest securities?

    Posted by The Team at Brand Financial Training on November 19, 2019

    As you revise for an upcoming CII exam, you might be unclear on fixed interest securities. This article explains...

    Brand Financial Training
  • November 12, 2019
    The Rules Surrounding Wills

    The Rules Surrounding Wills

    Posted by The Team at Brand Financial Training on November 12, 2019

    It is still the case that an alarming number of people have not written a will. For these people,...

    Brand Financial Training
  • November 5, 2019
    Help to Buy ISAs versus the Lifetime ISA

    Help to Buy ISAs versus the Lifetime ISA

    Posted by The Team at Brand Financial Training on November 5, 2019

    With time running out to apply for a new Help to Buy ISA, here we look at the differences...

    Brand Financial Training
  • October 31, 2019

    CII R03 Personal Taxation Study Text – DISCONTINUED

    Posted by brandmin on October 31, 2019

    Brand Financial Training
  • September 17, 2019
    How to Calculate the Top-Slicing Relief on UK Investment Bonds

    How to Calculate the Top-Slicing Relief on UK Investment Bonds

    Posted by The Team at Brand Financial Training on September 17, 2019

    Now the new CII examining year has started, we thought we would have a look at the five-step process...

    Brand Financial Training
  • August 27, 2019
    A High-Level Look at the Main Recommendations of the OTS's IHT Review

    A High-Level Look at the Main Recommendations of the OTS’s IHT Review

    Posted by The Team at Brand Financial Training on August 27, 2019

    In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...

    Brand Financial Training
  • July 9, 2019
    Capital Gains Tax Relief

    Capital Gains Tax Reliefs

    Posted by The Team at Brand Financial Training on July 9, 2019

    There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams...

    Brand Financial Training
  • June 25, 2019
    The CGT Consequences of Asset Disposals Between Spouses

    The CGT Consequences of Asset Disposals Between Spouses

    Posted by The Team at Brand Financial Training on June 25, 2019

    This article discusses an area that often comes up in the CII multiple-choice and written exams: the capital gains...

    Brand Financial Training
  • June 18, 2019
    How to Answer a Taxing Question

    How to Answer a Taxing Question

    Posted by The Team at Brand Financial Training on June 18, 2019

    We were recently asked about one of our questions that tests how dividends are taxed; this type of question...

    Brand Financial Training
  • May 28, 2019
    National Insurance Contributions for the Self-Employed

    National Insurance Contributions for the Self-Employed

    Posted by The Team at Brand Financial Training on May 28, 2019

    National Insurance Contributions (NICs) are covered in many CII exams including CF1, R01, R03 and AF1.  Here, we look...

    Brand Financial Training
  • May 21, 2019
    Understanding the Taxation of Offshore Investment Funds

    Understanding the Taxation of Offshore Investment Funds

    Posted by The Team at Brand Financial Training on May 21, 2019

    In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...

    Brand Financial Training
  • April 9, 2019
    Everyone should have a will

    Everyone should have a will

    Posted by The Team at Brand Financial Training on April 9, 2019

    Everyone should have a will, yet the fact is that only 1 out of 3 of us actually gets...

    Brand Financial Training
  • March 26, 2019
    How to Calculate Quick Succession Relief

    How to Calculate Quick Succession Relief

    Posted by The Team at Brand Financial Training on March 26, 2019

    Quick Succession Relief is something that has often come up in both the AF5 and AF1 written exams.  It’s...

    Brand Financial Training
  • March 5, 2019
    Not Claiming the Child Benefit Could Mean Lost Money

    Not Claiming the Child Benefit Could Mean Lost Money

    Posted by The Team at Brand Financial Training on March 5, 2019

    This article discusses the impact on State pension entitlements when a couple chooses not to claim the child benefit,...

    Brand Financial Training
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