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R06

  • Brand Bitesize: Taxation of Dividends

    Posted by on February 14, 2023

    In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...

    Brand Financial Training

  • Pensions Tax Relief: What are you being asked?

    Posted by on January 10, 2023

    Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...

    Brand Financial Training

  • My R06 Experience – Part 2

    Posted by on January 3, 2023

    In September, our team member, Ann, took the R06 Financial Planning Practice exam. There's a lot that can be...

    Brand Financial Training

  • My R06 Experience – Part 1

    Posted by on December 27, 2022

    Members of the Brand Financial Training Team regularly sit some of the CII exams to ensure we keep in...

    Brand Financial Training

  • Our Post-Exam Review of the September 2022 CII R06 Exam

    Posted by on November 22, 2022

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

    Brand Financial Training

  • Investing in Property

    Posted by on November 1, 2022

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to...

    Brand Financial Training

  • Inheritance Tax and Exempt Transfers

    Posted by on October 25, 2022

    For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...

    Brand Financial Training

  • ESG and Socially Responsible Investments

    Posted by on October 18, 2022

    The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...

    Brand Financial Training

  • Looking at the Link Between Inflation and Interest Rates

    Posted by on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training

  • Our Post-Exam Review of the July 2022 CII R06 Exam

    Posted by on September 20, 2022

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

    Brand Financial Training

  • Learning about Flexible Reversionary Trusts

    Posted by on August 2, 2022

    A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...

    Brand Financial Training

  • Getting to Know the Main Types of Long-Term Care Insurance

    Posted by on July 26, 2022

    Last week, we looked at State benefits for long-term care. In this article, we review the main types of...

    Brand Financial Training

  • State Benefits Pertaining to Long-Term Care

    Posted by on July 19, 2022

    There are a number of State benefits potentially claimable by those in need of long-term care (whatever their age)...

    Brand Financial Training

  • Understanding Loan Trusts

    Posted by on July 5, 2022

    Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...

    Brand Financial Training

  • Our Post-Exam Review of the April 2022 CII R06 Exam

    Posted by on June 23, 2022

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

    Brand Financial Training