R06
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December 3, 2024
The Little-Known Tax Perk of Being Married
Previously, we looked at the Married Couple’s Allowance, a tax break for married couples where at least one of...
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November 26, 2024
Married Couple’s Allowance: Tax Relief for Older UK Couples
The Married Couple’s Allowance is a significant tax benefit available for couples in the UK where at least one...
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November 19, 2024
Our Post-Exam Review of the October 2024 CII R06 Exam
The exam guide from the October sitting of R06 has been released by the CII, prompting us to see...
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November 12, 2024
Brand Bitesize: NS&I Premium Bonds
In this Brand Bitesize video, we explore how premium bonds work, their prizes, and both the upsides and downsides....
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November 5, 2024
Multi-Asset Funds Explained: Key Advantages and Disadvantages
Multi-asset funds play a crucial role in building diversified investment portfolios, making them a key topic for financial advisers...
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October 29, 2024
Financial Planning After Divorce
When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial...
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October 22, 2024
Basic vs New State Pension: Key Differences Explained
In this article, we take a look at the key differences between the two main types of State Pension:...
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October 8, 2024
What are the duties of trustees?
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...
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September 17, 2024
The Main Changes in the 2024-25 CII R06 Study Text
Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...
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August 27, 2024
The Main Changes in the 2024-25 CII R03 Study Text
Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...
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August 22, 2024
Our Post-Exam Review of the July 2024 CII R06 Exam
The exam guide from the July sitting of R06 has been released by the CII, prompting us to see...
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August 20, 2024
The Main Changes in the 2024-25 CII R02 Study Text
Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...
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August 13, 2024
Brand Bitesize: Gift Inter Vivos Policies
To help you prepare for your CII R05 exam, this Brand Bitesize video explains gift inter vivos policies -...
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August 8, 2024
The Main Changes in the 2024-25 CII R01 Study Text – Part 2
Here, in the second of a two-part series, we take a look at the main changes that you’ll come...