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  • The CII AF1 October 2020 Exam in Review

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

  • 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.

  • Newsletter for December 2024

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • What is the Residence Nil Rate Band?

    The residence nil rate band (RNRB) came into effect in April 2017 and can be tested in any of the CII's AF1, AF5, CF1, R01, R03 or R06 exams.

  • Brand Bitesize: Quick Succession Relief

    Watch this short, informative video that explains Quick Succession Relief. This Brand Bitesize video is perfect for your CII AF1, AF5 or R06 exam revision.