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.
A High-Level Look at the Main Recommendations of the OTS’s IHT Review
In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). The first report was published in November of 2018, where it was highlighted that fewer than 25,000 estates are liable to IHT each year, which is less than 5% of all deaths, even though 10 times as many estates needed to complete forms. In July 2019, the second report was published, which has led to various recommendations that the OTS considers, if implemented, would make IHT easier to understand and operate.
How to Differentiate Between Cyclical and Non-Cyclical Stocks
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in the cycle we are. This article explains the difference between cyclical and non-cyclical stocks and also advises the appropriate investment ratio to use as you prepare for your CII AF4, J10, J12 or R02 exam.
Those studying for financial services exams are often asked to learn different formulae. Being able to recall this information quickly and accurately can save precious minutes on exam day. Here are 6 ways to commit formulae to your long-term memory.
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: