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  • 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.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 18 Apr 2025

    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 Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Key Amendments Announced in the Autumn Statement 2024

    In this article, we pull out the key amends announced in the 2024 Autumn Statement that you’ll need to be aware of in terms of your CII exams. This article is particularly relevant to R01, R03, AF1, R02, AF4, CF6 and R07.

  • The CII AF1 September 2021 Exam in Review

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

  • The CII AF1 April 2021 Exam in Review

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

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 14 Mar 2025

    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 Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 7 Feb 2025

    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 Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • 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.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 3 Jan 2025

    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 Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • Understanding Loan Trusts

    Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts are most likely to be tested in the CII R06, J02, AF1 or AF5 exams.

  • Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your affairs should you become unable to do so. This article looks at two different types of LPA - useful for candidates studying towards the CII AF1, AF5, J02, R01, R05, or R06 exams.

  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 29 Nov 2024

    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 Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5 minutes.

  • What is an Individual Voluntary Arrangement?

    With reports that cases of bankruptcy are set to increase in 2022, we thought we would look at an alternative which might suit some people: an individual voluntary arrangement (IVA). Bankruptcy can be tested in the CII AF1 and J02 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.

  • The Financial Implications of the Cuts to the Dividend Allowance

    In this article, we look at the financial implications of the cuts to Dividend Allowance as well as some ideas to potentially mitigate their effects. This is useful reading for CII R02, R03, R06, AF1, AF4, and AF5 exam revision.