R05
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July 26, 2022
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of...
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July 19, 2022
State Benefits Pertaining to Long-Term Care
There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age)...
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June 21, 2022
The Features and Benefits of a Family Income Benefit Policy
Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...
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November 30, 2021
How to Avoid the High Income Child Benefit Tax Charge
The High Income Child Benefit Tax Charge can be tested in the CII R01, R03, R05, R06, AF1, and...
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October 12, 2021
Getting Back to Basics on Property Ownership
In a recent CII written exam, the property owned by a husband and wife was held as tenants in...
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August 3, 2021
The Importance of Writing Individually Owned Life Policies Under Trust
In this article, we discuss replacing death in service benefits with an individually owned life assurance policy and the...
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March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
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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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October 8, 2019
What is a Relevant Life Plan?
This article explains what a Relevant Life Plan is, when it would be used and by whom. You'll find...
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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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September 24, 2018
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May 9, 2017
Combined Life and Critical Illness Cover and the Use of Trusts
With a combined life policy with CIC, you need to use a special type of trust to ensure that...
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July 28, 2015
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July 24, 2015
