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  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 20 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 Investments; this is useful as you prepare for the CII's R02, AF4, or J10 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.

  • 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.

  • Key Amendments Announced in the Autumn Budget 2025

    In this article, we pull out the key amends announced in the Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to exams R01, R02, R03, R04, AF1, AF4, CF6 and R07.

  • 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.

  • A Closer Look at Purchased Life Annuities

    In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for and against their purchase - useful for CII R02, R03, R04, R06, J05, J10, AF1, AF4, and AF5 exam preparation.

  • What Happens on the Death of an ISA Holder

    Here, we take a look at what happens on the death of an ISA holder and a special allowance that is available to married couples and civil partners on first death. This is useful reading as part of your preparation for the CII R02, R03, AF1, R06, or AF5 exams.

  • The CII AF1 February 2025 Exam in Review

    The CII has released their papers from the exam sittings that happened in February.  In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. 

  • Brand Bitesize: Self-Assessment

    In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also a worthy reminder for exams AF1, AF5, CF1, R01, R04, and R06.

  • When will the Autumn Budget 2024 changes be tested?

    As you prepare for your CII exams, it is essential to stay informed about recent changes to various laws and regulations that will be tested in your upcoming exams. Below are the key changes from the Autumn Budget you should be aware of, along with the dates from which these changes will be examined.

  • All You Need to Know About ISAs

    In the 2023 Autumn Statement, the Government announced a package of ISA reforms, most of which came into effect from 6 April 2024. In this article, we take a look at what these reforms involve - useful reading for those preparing for the CII's R01, R02, R03, R06, AF1, AF4, or AF5 exams.

  • Brand Bitesize: Enterprise Investment Scheme

    In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or J10 exam revision; you may also find it useful to refer to this 'bitesize' video when studying for R06, AF1 or 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.

  • Brand Bitesize: Transfers into Discretionary Trusts

    In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when either the trustees or the settlor pays the tax due. This could be useful for anyone studying for the CII's R03, J02, or AF1 exams. It could potentially appear on the R06 and AF5 exams as well.

  • Current CII Exams Pass Rates – as at May 2024

    The CII has now released their pass rates for 2023.  Here, we discuss the pass rates and what we can learn from them.