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R06

  • Getting to Know the ‘Know Your Customer’ Rules

    Posted by on March 26, 2024

    Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful...

    Brand Financial Training

  • Order of Taxing Income

    Posted by on March 19, 2024

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant...

    Brand Financial Training

  • Our Post-Exam Review of the January 2024 CII R06 Exam

    Posted by on March 7, 2024

    The exam guide from the January sitting of R06 has been released by the CII, prompting us to see...

    Brand Financial Training

  • A Closer Look at Purchased Life Annuities

    Posted by on February 27, 2024

    In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...

    Brand Financial Training

  • What Happens on the Death of an ISA Holder

    Posted by on February 20, 2024

    Here, we take a look at what happens on the death of an ISA holder and a special allowance...

    Brand Financial Training

  • A Look at Trusts for Bereaved Minors and 18 to 25s

    Posted by on February 13, 2024

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...

    Brand Financial Training

  • Brand Bitesize: Enterprise Investment Scheme

    Posted by on February 13, 2024

    In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...

    Brand Financial Training

  • Our Post-Exam Review of the October 2023 CII R06 Exam

    Posted by on December 5, 2023

    The exam guide from the October sitting of R06 has been released by the CII, prompting us to see...

    Brand Financial Training

  • Brand Bitesize: Sharpe Ratio

    Posted by on November 14, 2023

    In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...

    Brand Financial Training

  • CII Exam Combinations to Consider

    Posted by on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training

  • Using a Lump Sum to Pay off a Mortgage

    Posted by on October 17, 2023

    One question that often pops up in the CII R06 and AF5 exams is the consideration of whether it’s...

    Brand Financial Training

  • Correlation is key to diversification, but what does it mean?

    Posted by on October 3, 2023

    We are often told that correlation is a key aspect of diversification, but what does it mean? This article...

    Brand Financial Training

  • A Clever Way of Reducing the Child Benefit Tax Charge

    Posted by on September 19, 2023

    This article shares with you an example where a couple, who are receiving the child benefit for their two...

    Brand Financial Training

  • Brand Bitesize: Pension Carry Forward

    Posted by on September 12, 2023

    In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...

    Brand Financial Training

  • Our Post-Exam Review of the July 2023 CII R06 Exam

    Posted by on August 29, 2023

    The exam guide from the July sitting of R06 has been released by the CII, prompting us to see...

    Brand Financial Training