Search results for "R05"
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Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your affairs should you become unable to do so. This article looks at two different types of LPA - useful for candidates studying towards the CII AF1, AF5, J02, R01, R05, or R06 exams. -
My R06 Experience – Part 2
In September, our team member, Ann, took the R06 Financial Planning Practice exam. There's a lot that can be learned from taking the exams - even for someone as experienced as Ann. In last week’s article, Ann discussed her experience with the remote invigilation system. This article focuses on the exam itself and provides some pointers for future R06 candidates. -
Inheritance Tax and Exempt Transfers
For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and chargeable lifetime transfers (CLTs). In this article, we focus on the first category – exempt transfers. This article is particularly relevant to the CII R03 and AF1 exams but may also be useful for those studying R01, R05, R06, and AF5. -
How CII Exams are Tested
Candidates planning out their exams for the CII qualifications are faced with a bewildering choice. There are many different levels of exams, worth different amounts of credits, which are being tested in different ways. This article looks at the Diploma and the Advanced Diploma units and how they are tested.