Posted by The Team at Brand Financial Training on April 30, 2020 in Monthly Roundup
We know your time is valuable, so here’s a quick summary of the CII-related articles we’ve posted this month.
This Monthly Roundup allows you to see, at a glance, what articles have been posted and you can simply click on any that are of interest to you.
The Taxation of Trusts Can Be Tricky
Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the CII exams. Here, we look at the income tax position of the three main types of trust that can be examined in AF1, J02, R03 and potentially in R06 and AF5 as well.
With all the other major headlines dominating the news recently, it may have passed some by that the intestacy rules have been changed. Read on to learn what changes have been made to the intestacy rules. This is useful information for CII AF1, AF5, CF1, FA1, J02, R01, and R06 candidates.
Focusing at Home in the Midst of the COVID 19 Pandemic
The extent and severity of the coronavirus pandemic have caught almost everyone by surprise. The ‘new normal’ is likely to be with us for quite some time, and while we may not like it, the reality is that we’re all going to have to adapt rapidly to a new way of living and working. Here are some strategies for staying focused when the distractions are all around.
Friday Five: 5 Questions in 5 Minutes Every Friday
This is a bit of Friday Fun where we provide you with 5 questions (and answers) relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes. We post them on the blog every Friday.
To try your 'hand' at answering the questions, visit our blog at one (or all) of the links below: