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R06

  • All You Need to Know About ISAs

    Posted by on July 30, 2024

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect...

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  • CII R06 Financial Planning Practice Study Kits

    Posted by on July 23, 2024

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  • The Life Cycles That Impact Protection Levels

    Posted by on July 23, 2024

    Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...

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  • PE Ratios – What are they and what do they mean?

    Posted by on July 9, 2024

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not....

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  • Exploring Employee Share Schemes

    Posted by on June 18, 2024

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly...

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

    Posted by on June 13, 2024

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

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  • Understanding Lifetime Mortgages and Home Reversion Plans

    Posted by on June 11, 2024

    Here, we look at equity release and, in particular, lifetime mortgages and home reversion plans - useful for CII...

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  • Help for Those Purchasing a First Home

    Posted by on May 14, 2024

    In this article, we look at the different sources of financial support available for first-time home buyers. This is...

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  • Tax Implications of Assigning Investment Bonds

    Posted by on April 30, 2024

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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