R06
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November 12, 2019
The Rules Surrounding Wills
It is still the case that an alarming number of people have not written a will. For these people,...
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November 5, 2019
Help to Buy ISAs versus the Lifetime ISA
With time running out to apply for a new Help to Buy ISA, here we look at the differences...
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October 29, 2019
Use These Shortcuts to Help with the CII R02 Exam
If you are taking the CII R02 exam and struggling with Chapter 4 (equally helpful for J10 and AF4),...
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October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
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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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October 1, 2019
What is cash flow modelling?
Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you...
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September 17, 2019
How to Calculate the Top-Slicing Relief on UK Investment Bonds
Now the new CII examining year has started, we thought we would have a look at the five-step process...
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September 5, 2019
Our Post-Exam Review of the July 2019 CII R06 Exam
The R06 exam paper from the July sitting has been released by the CII prompting us to see how...
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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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July 9, 2019
Capital Gains Tax Reliefs
There are various Capital Gains Tax reliefs available. These can be tested in any of the CII tax exams...
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June 25, 2019
The CGT Consequences of Asset Disposals Between Spouses
This article discusses an area that often comes up in the CII multiple-choice and written exams: the capital gains...
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June 18, 2019
How to Answer a Taxing Question
We were recently asked about one of our questions that tests how dividends are taxed; this type of question...
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June 4, 2019
Our Post-Exam Review of the April 2019 CII R06 Exam
The CII have released the R06 exam paper from their April sitting so it’s time to look at our...
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May 21, 2019
Understanding the Taxation of Offshore Investment Funds
In this article, we look at the tax rules that apply to investors in offshore collective funds; this is...
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May 14, 2019
Deeds of Variation vs Disclaimers in Post-Death Planning
Both deeds of variation and disclaimers can be used to vary or redirect assets from a deceased’s person’s estate....
