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  • To marry or not to marry? That is the tax question!

    Recently, we looked at the Marriage Allowance and the Married Couple’s Allowance, and it got us thinking about the c470,000 families who choose to cohabit rather than marry or enter into civil partnerships and so can’t claim these allowances even if they are otherwise eligible. In this article, we outline some of the tax benefits that cohabiting couples miss out on by not marrying. This article will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • Basic vs New State Pension: Key Differences Explained

    In this article, we take a look at the key differences between the two main types of State Pension: the Basic State Pension and the New State Pension - relevant to the CII's R01, R04, R05, R06, AF1, AF7, and AF5 exams.

  • A Look at Recent Past Papers for the CII J05 Exam

    In this article, we are taking a look at the questions asked in four recent exam papers of the CII’s Diploma in Financial Planning J05 exam paper – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

  • A Look at Recent Past Papers for the CII AF4 Exam – February 2025

    In this article, we are taking a look at the questions asked in four past papers of the CII’s Advanced Diploma in Financial Planning AF4 exam – this is the unit that tests investment planning.

  • 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.

  • 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.

  • The Little-Known Tax Perk of Being Married

    Previously, we looked at the Married Couple’s Allowance, a tax break for married couples where at least one of the partners was born before 6 April 1935. In this article, we introduce you to the lesser known Marriage Allowance, an income tax break for married couples of any age, but there are still very specific eligibility conditions in order to benefit from this allowance. Here, we discuss those circumstances and provide an example that will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • Married Couple’s Allowance: Tax Relief for Older UK Couples

    The Married Couple’s Allowance is a significant tax benefit available for couples in the UK where at least one partner was born before April 6, 1935. This article outlines the key features of this allowance and will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

  • A Look at Recent Past Papers for the CII AF1 Exam

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • Getting Back to Basics on Property Ownership

    In a recent CII written exam, the property owned by a husband and wife was held as tenants in common rather than as joint tenants. The differences between the two could be tested in CF1, R01, R05, R06, J02, AF1 or AF5.

  • 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.

  • Why Do We Put Ourselves Through Professional Exams?

    Anyone who has ever studied for professional exams knows it’s not easy. Juggling revision with a full-time job often means evenings with the books instead of family, and weekends that vanish into practice papers. With all that sacrifice, it’s worth asking: why do we actually do it? Read on to find out what drives people to take on the challenge – and why the rewards go far beyond the qualification itself.

  • A Look at Recent Past Papers for the CII AF1 Exam – March 2024

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.

  • Looking at the Link Between Inflation and Interest Rates

    In this article, we look at the link between inflation and interest rates, and how they both impact investments. This is particularly relevant to the CII R02 and AF4 exams but may also be useful to those studying for R01, CF1, R04, AF7, R06, or AF5.

  • A Look at Recent Past Papers for the CII AF1 Exam – January 2025

    In this article, we are taking a look at the questions asked in four past exam papers of the CII’s Advanced Diploma in Financial Planning AF1 exam; this is the unit that tests personal tax and trust planning.