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CII R03 Exam: Personal Taxation

The CII’s R03 exam focuses on personal taxation. It forms a part of the Diploma in Regulated Financial Planning.

IMPORTANT : A number of measures were introduced in the March 2017 budget that were subsequently not implemented in the Finance Act. The CII’s 2017/18 R03 study text released in July 2017 includes those measures which subsequently did not go ahead, and then caveats were written stating that the changes were not implemented.
Please be aware that the CII states “Candidates will be examined on the basis of law and practice in England unless otherwise stated. The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes, not related to the Finance Act, will not be examined earlier than 3 months after they come into effect.”

 

The exam syllabus covers the structure of the tax system in the UK; the main capital and income taxes relevant to individuals and trusts, self assessment and computation of tax liabilities; the taxation of investments.

Our learning resources

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Mock Exam Papers

3 full sets of 50 questions and answers including cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any ‘padding’.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

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