Search results for "AF5"
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The Making of Millionaire Children Through Clever Tax Planning?
This week we’re going to take a look at saving for children – the options available and how these can work for a parent’s estate planning. This will be of interest to those studying for any of the CII AF1, R01 or R03 exams. This article is relevant to examinable tax year 2016/17. Questions often come up on this topic […] -
Low-Earners Stop Up the Gaps with Voluntary NICs
In this article, we look at the National Insurance Contributions, which can be made by those who have gaps in their NI record. This could apply to anyone who has lived abroad or was employed or self-employed with low earnings or profits. Those studying for any of the CII AF1, AF3, AF5, J05, R03, R04, R06 or R08 exams will find this useful reading. […] -
Is there life beyond the Advanced Diploma?
So you’ve slogged away through the CII Diploma in Regulated Financial Planning and then decided to keep on going. You then worked hard to achieve the CII Advanced Diploma in Financial Planning. What now? Time for a well-earned rest? Or are you keen to just keep on going? What are the options? Holding the Advanced Diploma already puts you ahead […] -
CII R06 and AF5 Exams – April 2014
http://www.brandft.co.uk/ Wondering what to study for the upcoming CII R06 and AF4 exams? We’ve included some initial thoughts below about what might be examined given the pre-exam material provided. Are you sitting either of the above exams next week? If so, you will of have received the case studies and fact find and busy planning for the exam. Here at […] -
CII Pass Rates for 2015: R08 Tops the List
The CII have published the annual exam pass rates for 2015. We take a quick look at the results in comparison to previous years – of interest to those studying for their CII exams. Using the figures from 2012, 2013 and 2014, you can see below how these percentages have changed for the Diploma and the Advanced Diploma in Financial […] -
Will the new benchmark be Level 6?
One of the questions on the minds of many financial advisers is whether or not the bar will be raised to QCF Level 6. This article examines the decision advisers need to make as to whether to take the ‘easy route’ or the ‘relevant route’ on their path to qualification. This article is of particular interest to those who are […] -
Top Tip – Tax Payment 31st January 2014 – CII CF2, CF5, R03, R06, AF1, AF5
http://www.brandft.co.uk As December approaches some may be thinking more of the 31st January tax bill that’s looming rather than Santa and his reindeer. The self-employed are only too familiar with the January ‘tax blues’ and the prospect of having the first payment of account to pay for the current tax year as well as the balancing payment that’s due for […] -
Hot Topic – CII Exams Pass Rates for 2013
http://www.brandft.co.uk/ The CII have published their 2013 exam pass rates, and below we compare the Annual Pass Rates with those of 2012. It’s that time of year again when the CII publish their exam pass rates for the previous year. Using stats from 2012 you can see below how these percentages have changed for the Diploma and the Advanced Diploma […] -
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 […] -
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 […]
