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  • Newsletter for December 2024

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

  • PE Ratios – What are they and what do they mean?

    The price/earnings ratio is a quick way to see if a share you’re interested in is cheap or not. Find out how to calculate this ratio and learn what it means - useful for your CII AF4, AF5, J10, J12, R02 or R06 exam revision.

  • Brand Bitesize: Pension Carry Forward

    In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward to apply. This is useful for CII R04, AF5, AF7, or R06 exam revision.

  • 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.

  • Understanding Lifetime Mortgages and Home Reversion Plans

    Here, we look at equity release and, in particular, lifetime mortgages and home reversion plans - useful for CII R01, R07, CF6, R06, and AF5 exam preparation.

  • Whole of Life Insurance Explained: Key Features and Policy Options

    In this article, we look at whole of life policies. This article is particularly relevant to the CII R01, R05, R06 and AF5 exams.

  • 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.

  • Is Buy-to-Let Still a Good Investment? Tax, Costs, & Risks Explained

    In this article, we take a look at buy-to-let (BTL) property as an investment – relevant to the CII R01, R02, R04, R06, AF4, AF5, CF1, CF6 and R07 exams.

  • Help for Those Purchasing a First Home

    In this article, we look at the different sources of financial support available for first-time home buyers. This is useful reading for CII R01, R07, CF6, R06, and AF5 exam preparation.

  • What are the duties of trustees?

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a total of 130 marks. Here is an example question that will help exam candidates answer questions on the duties of trustees.

  • Our Post-Exam Review of the May 2022 CII AF5 Exam

    Here, we look at the exam guide for the May sitting of CII's AF5 exam, so we can see how we did in our pre-exam analysis.

  • 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.

  • Getting to Know the ‘Know Your Customer’ Rules

    Here, we take a look at the ‘know your customer’ rules, focusing, in particular, on investment objectives - useful reading for the CII's CF1, R01, R02, R06, AF4, and AF5 exams.

  • Order of Taxing Income

    Here, we look at the order in which multiple sources of income are taxed. This article is particularly relevant to the CII CF1, R03, R06, AF1, AF4, and AF5 exams.

  • 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.