Search results for "calculation workbook"
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CF6 Exam: Mortgage Advice
To obtain the Certificate in Mortgage Advice and meet the regulatory standards set for mortgage advisers, candidates must pass two of three exams. The first unit can be either the R01 exam or the CF1 exam for the module on the UK financial services industry, products, process of advice and regulations and ethics. The second exam, Mortgage Advice, is concluded […] -
The Rules Surrounding Wills
It is still the case that an alarming number of people have not written a will. For these people, the laws of intestacy will apply. Find out more about the rules surrounding wills. -
Minimise CGT on a Property Disposal with this Exemption
We all know that when we sell our house it is exempt from capital gains tax (CGT) if it is our principal private residence. If we can’t claim it as such, then any gain we make on its disposal will be subject to CGT. Here, we discuss an exemption that few people might know about. -
A Scrutiny of the April 2017 CII AF2 Exam Paper
It’s now the turn of CII AF2 the Business Financial Planning module and the scrutiny of this April’s exam paper. This review of the questions set last time around will be useful to AF2 candidates in focusing their exam revision. If you haven’t seen it yet, here is the link: http://www.cii.co.uk/media/7495529/af2_april_2017_qp.pdf Question 1 The first question was, as is usually the case, an interesting […] -
The self-assessment deadline is looming
As the deadline for filing your self-assessment looms, this article gives you an example of how to calculate payments on account and discusses what penalties apply for late and underpayments. Now that the tinsel is down and the gym membership has been renewed, it’s time to think of the looming deadline date for filing our self-assessment tax returns. And it’s […] -
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 […] -
How to Tackle NIC Questions on your CII Exam
This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying for any of the CII CF1, R03, R04, R06, AF1 or AF5 exams.