R06
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August 28, 2018
Our Post-Exam Review of the July 2018 CII R06 Exam
The CII have released the R06 paper from their July exam sitting so in this article we look at...
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June 12, 2018
Our Post-Exam Review of the April 2018 CII R06 Exam
The CII have released the R06 exam paper from their April sitting, so it’s time to look at our...
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May 29, 2018
Understanding How to Apply the Transferable Nil Rate Band
A popular topic for both R03 and AF1 exams, in particular, is the transferable nil rate band. It sometimes...
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May 22, 2018
Discounted Gift Trust – How a Chargeable Event May Be Taxed
The following takes a closer look at a discounted gift trust and how a chargeable event on the investment...
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May 1, 2018
The Ins and Outs of Interest in Possession Trust Taxation
We’ve talked many a time about how a discretionary trust is taxed, but anyone sitting the J02, AF1 and...
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April 24, 2018
Explaining the Starting Rate Band for Savings Income
It looks like the 0% saving rate might be a consideration in the recent AF5 fact-find, so we thought...
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April 17, 2018
Discounted Gift Trust – a Useful Inheritance Tax Planning Tool
The following advises readers what a discounted gift trust is and provides an example that illustrates how it is...
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April 3, 2018
Transfers to Non-Domiciled Spouses/Civil Partners
Inheritance tax is based on domicile status. There’s no strict definition of domicile, but it’s taken to be where...
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March 27, 2018
More Changes on the Horizon for Landlords
Learn about the changes that will affect buy-to-let landlords from April 2020. This information will be of interest to...
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March 20, 2018
To marry or not to marry? In the UK, it’s a tax question!
Recently, we looked at the Marriage Allowance, and it got us thinking about the 3.3 million couples who choose...
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March 13, 2018
Our Post-Exam Review of the January 2018 CII R06 Exam
The CII have released the R06 exam paper from their January sitting, so it’s time to look at our...
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December 5, 2017
What are Yield Curves?
The following is an explanation of what yield curves are. We will also touch on the different types of...
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November 28, 2017
Our Post-Exam Review of the October 2017 CII R06 Exam
It’s that time again; the CII have released the exam paper from their October 2017 R06 exam. So how...
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November 21, 2017
What are the differences between Sole Trader and Limited Company?
A friend asked me whether she should set up as a sole trader or as a limited company for...
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October 31, 2017
The Two Pools Approach to Asset Allocation
This article is helpful to those studying for their CII AF1, AF5, R04 and R06 exams. It outlines the...