R06
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December 10, 2024
To marry or not to marry? That is the tax question!
Recently, we looked at the Marriage Allowance and the Married Couple’s Allowance, and it got us thinking about the...
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December 10, 2024
Brand Bitesize: Protection – Recommend and Justify Style Questions
To help you prepare for your CII AF5 or R06 exam, this Brand Bitesize video explains how to approach...
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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 -...
