Search results for "R06"
-
CII R06 and AF5 Exams – April 2014
http://www.brandft.co.uk/ Wondering what to study for the upcoming CII R06 and AF4 exams? We’ve included some initial thoughts below about what might be examined given the pre-exam material provided. Are you sitting either of the above exams next week? If so, you will of have received the case studies and fact find and busy planning for the exam. Here at […] -
Top Tip – National Insurance Employment Allowance – CII R03, R06, AF1, AF5
THIS ARTICLE IS RELEVANT TO EXAMINABLE TAX YEAR 2021/22. From April 2014 an employment allowance was introduced for businesses, charities and community amateur sports clubs. The annual ‘employment allowance’ is currently £4,000 which can be offset against their liability to Class 1 secondary contributions. Effectively a £4,000 nil rate band for employers – but not employees. This is set to […] -
Top Tip – Tax Payment 31st January 2014 – CII CF2, CF5, R03, R06, AF1, AF5
http://www.brandft.co.uk As December approaches some may be thinking more of the 31st January tax bill that’s looming rather than Santa and his reindeer. The self-employed are only too familiar with the January ‘tax blues’ and the prospect of having the first payment of account to pay for the current tax year as well as the balancing payment that’s due for […] -
Hot Topic – CII R06 and AF5 – October 2013
http://www.brandft.co.uk/ Are you sitting either of the above exams next week? If so, you will of course have received the case studies and fact find. Here at Brand Financial Training we’ve worked hard on producing case study analysis for R06 and fact find analysis for AF5 to help get you through your exams. Here are some initial thoughts. R06 –there […] -
Top Tip – Rental Income and Tax – CII R03, R06, AF1, AF5
http://www.brandft.co.uk/ I read over the weekend that HMRC is keen to ensure that all the landlords in the UK are paying the correct amount of income tax and how important it is therefore to ensure you are declaring any income from rental properties and keeping accurate and up-to-date records not just of the rents but of expenditure too. It got […] -
Hot Topic – CII R06 – Post Exam Analysis of our Analysis
http://www.brandft.co.uk Having spoken to one of the team in Brand Financial Training who sat the R06 exam this time round, I was pleased to hear that our R06 case study analysis hit the spot. Case Study 1 We predicted that there would be a fact finding question on the couple’s retirement aims and we were right. We also correctly predicted […] -
Top Tip – CII R06 – July 2013
http://www.brandft.co.uk/ Are you sitting the exam on the 8th July? If so, you will have already received the case studies in the post and by email link from the CII. Here at Brand Financial Training we’re working hard on producing our full case study analysis to help get you through your exam, along with our email support. You can find […] -
R06 Exam: Financial Planning Practice
What to Expect from the R06 Exam R06 is a level 4 exam which covers all aspects of financial planning practice and has been designed to help individuals strengthen their financial planning abilities. It is necessary to pass the R06 exam to achieve the Diploma of Regulated Financial Planning. The exam tests a candidate’s technical knowledge and their ability to […] -
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. -
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. -
A Look at Trusts for Bereaved Minors and 18 to 25s
The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In this blog post, we take a look at both. This article is particularly relevant to the CII's J02, R06, AF1, and 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.