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  • Hot Topic – Increased CGT for Landlords from April

    http://www.brandft.co.uk/ From April 2014 landlords will see a reduction in a valuable tax break which could hit some quite hard. Currently, if you own a second property there is an exemption that means if at any point that property was your main residence, the last 3 years of ownership still qualify for the private residence relief (PPR) and will be […]

  • Hot Topic – Which Study Materials to Use for CII AF Exams?

    http://www.brandft.co.uk Having recently been involved with a discussion over what materials to use to study for AF exams, we thought it might be useful to bring it up here and open it up for discussion.  Exam  The CII recommend studying:  AF1 J02 Trusts R03 Personal Taxation R05 Financial Protection AF1 Case Study Workbook  AF2 J03 Tax and Legal Aspects of […]

  • Child Benefit Tax Charge – CII R03 or AF1

    The high income Child Benefit Tax Charge is a tax charge for individuals with  total taxable income over £50,000 who are in receipt of Child Benefit. The charge gradually claws back up to 100% of the benefit as earnings increase over £50,000. The charge is collected via Self-assessment. The tax charge is 1% of the child benefit for every £100 […]

  • Tax avoidance or tax evasion?

    If you’re studying for R03 or AF1, it pays to remember K2. Not the mountain in the Himalayas, but the Guernsey based tax avoidance scheme that comedian Jimmy Carr (and also allegedly Gary Barlow) used to reduce his overall tax liability to a reported 1% of earnings. Tax avoidance is not strictly illegal – the leading case of Duke of […]

  • R01 Exam: Financial Services, Regulation and Ethics

    What to Expect from the R01 Exam The CII Diploma in Regulated Financial Planning is comprised of the R01, R02, R03, R04, R05 and R06 units. R01 to R05 are multiple choice question exams and cover different subjects within the diploma. There is very little cross over in the syllabus so most people take the exams one at a time […]

  • CII Diploma in Regulated Financial Planning

    This article will delve into the specifics of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, an essential qualification for financial advisers introduced as part of the Retail Distribution Review. It will outline the six required units, explain the examination process, and highlight how the diploma meets Financial Conduct Authority (FCA) standards, ultimately preparing candidates for a successful career in financial advice.

  • 5 Steps for Diploma in Regulated Financial Planning

    Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning. However, as of January 1, 2013, all financial advisers were required to have a Level 4 Diploma such as the CII Diploma in Regulated Financial Planning. The good news is that there are no prerequisites; it is open to anyone who […]