R06
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August 8, 2023
Choosing Between Lump Sum and Regular Savings
In the CII R06 or AF5 exams, one question that often pops up is the consideration of whether it’s...
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August 1, 2023
Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement
For candidates preparing for their CII R06 or AF5 exams, understanding a client's net asset statement provides a comprehensive...
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June 29, 2023
Our Post-Exam Review of the April 2023 CII R06 Exam
The exam guide from the April sitting of R06 has been released by the CII, prompting us to see...
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June 27, 2023
The Hidden Benefits of Class 3 National Insurance Contributions
National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...
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June 13, 2023
Brand Bitesize: Self-Assessment
In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...
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April 11, 2023
Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...
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April 4, 2023
How to Determine Periodic and Exit Charges on a Discretionary Trust
Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this...
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March 28, 2023
Our Post-Exam Review of the January 2023 CII R06 Exam
The exam guide from the January sitting of R06 has been released by the CII, prompting us to see...
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March 21, 2023
What big pensions shake-up was announced in Spring Budget ’23?
During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...
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March 14, 2023
Brand Bitesize: Transfers into Discretionary Trusts
In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when...
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March 7, 2023
The Financial Implications of the Cuts to the Dividend Allowance
In this article, we look at the financial implications of the cuts to Dividend Allowance as well as some...
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February 28, 2023
The Capital Gains Tax (CGT) annual exempt amount falls
In this article, we look at the financial implications of the cuts to the CGT annual exempt amount as...
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February 21, 2023
Preparing for the CII’s AF5 and R06 Financial Advice Questions
In this article, we take a look at the financial advice process from an exam preparation perspective. This is...
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February 14, 2023
Brand Bitesize: Taxation of Dividends
In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...
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January 10, 2023
Pensions Tax Relief: What are you being asked?
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...