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Brand Financial Training > Monthly Roundup > Monthly Roundup for October 2017
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Monthly Roundup for October 2017
October 31, 2017
Monthly Roundup for October 2017

Monthly Roundup for October 2017

Posted by The Team at Brand Financial Training on October 31, 2017 in Monthly Roundup
Last updated on September 25th, 2019 at 4:27 am
Monthly Roundup
 
 

Here’s your Monthly Roundup of Brand Financial Training’s Blog posts.

We share this with you each month, because we understand you're busy people and we want to ensure you don’t miss out on any useful information that will help you with your CII exams. 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 Two Pools Approach to Asset Allocation
 

This article is helpful to those studying for their CII AF1, AF3, AF5, R04, R06 and R08 exams. It outlines the two pools approach in asset allocation and briefly discusses the advantage to using this approach.

 
Read more...
 
 
 
Updates to CII Study Texts – 6 September through to 5 October 2017
 

Are you aware that the CII update their study texts throughout the examinable year to either incorporate new legislations, correct errors or clarify information? Many candidates aren’t aware of this, which can result in candidates studying out-of-date information. To make this easier for you, we have collated the most recent CII study text updates. As some of them affect Brand Financial Training’s learning resources, we have also updated the relevant parts of our resources, which are noted below. Note that we always keep our resources up-to-date.

 
Read more...
 
 
 
Understanding How the Letting Exemption is Applied
 

We all know that when we sell our house, it is exempt from capital gains tax (CGT) if it’s been our main residence. If we can’t claim it as such, then any gain we make on disposal will be subject to CGT. Read on to learn about the letting exemption and how it is applied – useful reading for those who are revising for any of the CII AF1, AF5, R03 or R06 exams.

 
Read more...
 
 
 
Reflections on the First Ever Sitting of the CII’s AF7 Pension Transfers Exam
 

Here’s how one member of our technical team found the first ever sitting of the CII’s AF7 Pension Transfers exam.

 
Read more...
 
 
 
How Do You Learn Best? Part 1
 

Do you know what sort of a learner you are? Do you understand how you already process, store and retrieve information in your day-to-day life? This article discusses the profiles of different types of learners.

 
Read more...
 
 
 
How to Avoid the High Income Child Benefit Tax Charge
 

The team has just finished putting together the analysis for the CII’s AF5 October 2017 exam sitting, and it became clear that child benefit may feature and can often pop up in AF1, as well as the multiple-choice R03 exam. So, here we remind ourselves how it works and what clients can do to get it back – useful for AF1, AF5, CF1, R03 and R06 revision.

 
Read more...
 
 
 
How the 14-Year-Rule for Lifetime Gifts Works
 

We’ve all heard of the 14-Year Rule for Lifetime Gifts, but how many know (remember?) how it works? This article examines the impact on inheritance tax liability when this rule is being applied – useful for CII R03, R06, AF1 and AF5 exam revision.

 
Read more...
 
 
 
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:

Friday 27 October

Friday 20 October

Friday 13 October

Friday 6 October

 
 
 
 
 
 
 
 
 
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