Search results for "calculation workbook"
-
The 10 Most Common Calculations in the CII R02 Exam
When it comes to the CII R02 exam: Investment principles and risk - it’s pretty much a given that you will need to do some or all of these calculations. Learn which are the most likely calculations you'll be expected to do on exam day. -
Income Tax Calculation Using the 6 Steps
In this blog post, we’re going to put the six steps to working out someone’s income tax liability into practice. This is useful knowledge for your CII R03 or AF1 exam preparation. -
Four Investment Ratio Calculations You Need to Master
We get regular queries surrounding the calculation of investment ratios - these are usually tested in R02 and often come up in AF4 as well so we thought a working example of how to work some of them out might help. Those studying for their CII R02, J10, AF4, or AF5 exams will find this useful in their revision. -
How to Calculate the January Tax Bill
Read on to view an example that illustrates how a self-employed person would calculate the tax payment due on 31st January 2019. This is particularly useful for those studying for the CII R03, R06, AF1 and AF5 exams. THIS ARTICLE IS RELEVANT TO EXAMINABLE TAX YEAR 2018/19. As we head towards December and our thoughts move increasingly towards tinsel, turkeys […] -
How to Use the 6 Steps to Calculate Income Tax
Previously, we went through the six steps to working out someone’s income tax liability; this week we are putting these six steps into practice – of interest to those studying for any of the CII R06, AF1 or AF5 exams. This article is relevant to examinable tax year 2016/17. You can find our previous post (complete with useful infographic) here. […] -
How to Calculate the High Income Child Benefit Charge
We haven’t looked at this subject for quite a while now, and as it came up in the April CII Advanced Tax and Trusts paper (AF1), we thought it was time for a re-visit. Prior to January 2013, Child Benefit was paid to every family with children regardless of the level of income that was coming into the household. Although […] -
How to Calculate Quick Succession Relief
Quick Succession Relief is something that has often come up in both the AF5 and AF1 written exams. It’s one of those formulas you commit to memory for an exam and then probably forget instantly, so we thought we’d put together a quick example to help those studying for any of the exams where taxation can rear its head. THIS […] -
What is The Trustee’s Tax Pool? And How to Calculate the Tax
We heard that tax pools were part of the most recent AF1 paper, which might have been a surprise for some. We wondered quite how many students would have known enough to answer the question or indeed how much anyone knew about them! This article is helpful to those studying for their CII AF1, AF5, J02 and R03 exams. This […] -
Looking at Phased Retirement By Way of an Example Calculation
Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05, AF7, or AF8 exam preparation. -
Becoming Familiar with Unit Trusts and OEICs
Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any of the CII AF1, AF4, AF5, CF1, J10, R01, R02, R03, or R06 exams.