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  • 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.

  • The Capital Gains Tax (CGT) annual exempt amount falls

    In this article, we look at the financial implications of the cuts to the CGT annual exempt amount 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.

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 18 Oct 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 Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in 5 minutes.

  • Brand Bitesize: Taxation of Dividends

    In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone, sitting the R02, R03, R06, J02, AF1, AF4, or AF5 exams, who might need a quick refresher on the basics of dividend taxation.

  • Brand Bitesize: Money Weighted Rate of Return

    For those who are studying for any of the CII's R02, J10, J12 or AF4 exams, this might be a useful reminder for you! We look at the Money Weighted Rate of Return calculation in this ‘Bitesize’ video.

  • National Insurance and Stamp Duty Land Tax Changes

    2022/23 was quite a year for both Stamp Duty Land Tax (SDLT) and National Insurance contributions (NICs). For the latter, not only did we have the usual tax year changes from 6 April 2022, but we also had two further changes in July and November. In this article, we clarify which SDLT and NIC rates you should be using in your upcoming CII exam(s) - particularly relevant to R01, R03, AF1, R02, AF4, CF6, and R07. 

  • Getting to Grips With Statistical Concepts

    If you are studying for CII R02, J10 or AF4 exams then you need to get to grips with some statistical concepts. Our aim in this article is to set out in hopefully simple fashion how the use of statistics can help us to understand the level of risk inherent in an investment and how that relates to investment return.

  • Investing in Property

    Direct investment in property, for example via buy-to-let, is out of reach for many retail clients. Being able to afford to invest in a number of buy-to-let properties so as to create sufficient diversification is even less attainable. However, for those wishing to gain exposure to the property market, indirect investment methods can offer a diversified route at affordable contribution levels.  Some methods have the added advantage of tax efficiency. This article is particularly relevant to the CII R02 and AF4 exams but may also be useful for those studying R01, R03, R06, AF1, and AF5.

  • Key Amendments Announced in the Autumn Statement 2023

    In this article, we pull out the key amends announced in the 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.

  • Learning the Facts About Fixed Interest Securities

    In this article, we look at how fixed-interest securities work and the roles that they play for both individual investors and the economy. This is useful reading if you're studying for the CII's R02, J10 or AF4 exams.

  • 2022 CII Exams: Mapping the Route Ahead

    With the release of next year’s written CII exam dates, now is a good time to think of how different units can contain overlapping content and how this might affect when units are taken.

  • Current CII Exams Pass Rates – as at May 2023

    The CII has now released their pass rates for 2022.  Here, we discuss the pass rates and what we can learn from them.

  • Four Investment Ratio Calculations You Need to Master

    We get regular queries surrounding the calculation of investment ratios - these are usually tested in R02 and often come up in AF4 as well so we thought a working example of how to work some of them out might help. Those studying for their CII R02, J10, AF4, or AF5 exams will find this useful in their revision.

  • What are the common types of investment risk?

    Successful investing rests upon understanding, accepting and managing the various types of risk you could face. This article discusses six types of risk – useful reading for those studying for CII investment-related exams.

  • ESG and Socially Responsible Investments

    The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and will be scrutinising how they are constructed and labelled. But what do we mean by ESG and how does it link in to socially responsible investments (SRI)? This article is relevant to the CII's R01, R02, AF4, R06, and AF5 exams.