R06
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February 13, 2024
Brand Bitesize: Enterprise Investment Scheme
In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or...
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December 5, 2023
Our Post-Exam Review of the October 2023 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 14, 2023
Brand Bitesize: Sharpe Ratio
In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...
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November 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...
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October 17, 2023
Using a Lump Sum to Pay off a Mortgage
One question that often pops up in the CII R06 and AF5 exams is the consideration of whether it’s...
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October 3, 2023
Correlation is key to diversification, but what does it mean?
We are often told that correlation is a key aspect of diversification, but what does it mean? This article...
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September 19, 2023
A Clever Way of Reducing the Child Benefit Tax Charge
This article shares with you an example where a couple, who are receiving the child benefit for their two...
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September 12, 2023
Brand Bitesize: Pension Carry Forward
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...
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August 29, 2023
Our Post-Exam Review of the July 2023 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 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...
