Search results for "R06"
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ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and will be scrutinising how they are constructed and labelled. But what do we mean by ESG and how does it link in to socially responsible investments (SRI)? This article is relevant to the CII's R01, R02, AF4, R06, and AF5 exams. -
The Little-Known Tax Perk of Being Married
The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply to those couples with very specific circumstances. Here, we discuss those circumstances and provide an example that will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams. -
Monthly Roundup for October 2022
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in October, and you can simply click on any that are of interest to you. -
Monthly Roundup for May 2018
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in May, and you can simply click on any that are of interest to you. -
Getting Back to Basics on Property Ownership
In a recent CII written exam, the property owned by a husband and wife was held as tenants in common rather than as joint tenants. The differences between the two could be tested in CF1, R01, R05, R06, J02, AF1 or AF5. -
Monthly Roundup for September 2020
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in September, and you can simply click on any that are of interest to you. -
Monthly Roundup for November 2022
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in November, and you can simply click on any that are of interest to you. -
Temporary Changes Affecting House Purchase in the UK
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support the economy. Temporary changes announced in July, designed to incentivise the property market to move, affected the various types of tax paid on house purchases. In this article, we look at the detail – of interest to those studying for any of the CII AF1, AF4, AF5, CF1, R01, R02, R03, or R06 exams. -
Monthly Roundup for October 2020
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in October, and you can simply click on any that are of interest to you. -
Monthly Roundup for December 2020
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in December, and you can simply click on any that are of interest to you. -
Discounted Gift Trust – a Useful Inheritance Tax Planning Tool
The following advises readers what a discounted gift trust is and provides an example that illustrates how it is used for tax planning – of particular interest to those studying for any of the CII R03, R06, J02, AF1, AF4 or AF5 exams. What is a discounted gift trust (DGT)? A discounted gift trust (DGT) is a useful inheritance tax […] -
Monthly Roundup for October 2018
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in October, and you can simply click on any that are of interest to you.