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  • Diploma to Chartered in 10 Months: A Fast Track Strategy

    At Brand Financial Training, we're proud to support professionals on their journey to Chartered status. Recently, one of our customers, Peter Spence, a research analyst at Windsor Private Office, achieved something particularly impressive, progressing from the CII Diploma to Chartered status in just 10 months. Peter kindly shared his experience with us, and we’re pleased to pass on his key insights: what worked, what didn’t, and how the right resources helped him pass every exam on the first attempt.

  • How the Dividend Allowance and Personal Savings Allowance (PSA) work

    The dividend allowance and personal savings allowance (PSA) can help reduce the amount of tax you pay on investment income, but they operate in different ways. This article explains how each allowance works, who can use them, and provides practical examples to show how they apply in real-life tax calculations. This is useful reading for your CII R03 or AF1 exam preparation.

  • National Insurance Employment Allowance

    In this article, we look at the Employment Allowance. This is particularly relevant to the CII R03 exam and may also be tested in the AF1 and AF5 exams.

  • Chargeable Events on Bonds Held in Trusts

    In this article, we examine how an investment bond in trust is taxed when a chargeable gain occurs following a chargeable event. This is particularly relevant to the CII R03, R06, AF1 and AF5 exams.

  • Current CII Exams Pass Rates – as at June 2025

    The Chartered Insurance Institute (CII) has released its exam pass rates for 2024. In this article, we examine the latest figures, compare them to previous years, and highlight what these trends might mean for candidates planning their qualification route.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 3 Apr 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 27 Feb 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Pensions and IHT – The Practical Impact

    In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt from inheritance tax. This is particularly relevant for candidates studying towards the CII R03, R04, R06, AF1 and AF5 exams.

  • Exploring Employee Share Schemes

    Here, we look at the main tax-advantaged employee share schemes, focusing on limits and tax implications. This is particularly relevant to the CII R03, R06, AF1, AF4, and AF5 exams.

  • Why Shorter Study Sessions Could Transform Your CII Exam Revision

    Many candidates assume long revision sessions are best for CII exams. Read on to see why shorter, focused study may be more effective.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 23 Jan 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Stamp Duty Land Tax Rates and Reliefs Explained

    In this article, we take a look at Stamp Duty Land Tax (SDLT). While this article is particularly relevant to the CF6 and R07 exams, SDLT also appears in CF1, R02, R03, R06, AF1, ER1 and LP2.

  • Tax Implications of Assigning Investment Bonds

    In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 19 Dec 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Newsletter for July 2025

    Here's an update on all that's news at Brand Financial Training.