Search results for "AF5"
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Brand Bitesize: Phased Annuity Purchase
Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This month, our ‘Bitesize’ video is all about phasing retirement and creating an income through phased annuity purchasing. -
Learning about Flexible Reversionary Trusts
A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or all of it back on specified dates. FRTs are most likely to be tested in R06, J02, AF1 or AF5. -
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of long-term care insurance (LTCI) that are or have been, available. LTCI may be tested in CF8, CF1, R01, R05, R06 or AF5. -
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. -
The Features and Benefits of a Family Income Benefit Policy
Family income benefit is most likely to be tested in the CII R05 exam. You might also find that it could come up in CF1, R01, R06, R04, or AF5. -
What is a deed of variation?
Recently we have had a couple of queries on how a deed of variation works. These can be tested within the CII written papers, J02, R06, AF1 and AF5 but may also appear in some of the multiple-choice exams such as CF8. -
Brand Bitesize: Tapered Annual Allowance
Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams? This month our ‘bitesize’ video is all about the tapering of the annual allowance for high earners. This is great for quick revision! -
How to Differentiate Between EIS, VCT, and SEIS
In this article, we look at Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Seed Enterprise Investment Schemes (SEIS). These products come up often in various CII exams - most specifically R02, R03, J10 and AF4 but questions can sneak into R06, AF1 and AF5 as well. -
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. -
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. -
Tax Year End Planning
Tax efficiency and tax planning of a client’s portfolio are often examined in the R06 and AF5 exams and of course, the concepts can be tested across many of the other exams too. So, in this article, we look at some of the tax year end planning considerations. -
Are you working towards RQF Level 6?
Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level 4). Here, we talk about what's involved in the CII RQF Level 6. -
What is the remittance basis of taxation?
The remittance basis are the alternative tax rules in place for those people who are UK-resident with overseas income and gains but are not classed as UK-domiciled. This article will be of interest to those studying for any of the CII R03, R06, AF1 or AF5 exams. -
How to Determine UK Residency Status
A whole chapter of the CII's R03 study text is based on residence and domicile, so no doubt you'll be faced with questions on this subject. Over the next few weeks, we will be posting articles to help you break down the technical detail. This will also be of interest to anyone studying for AF1, AF5 or R06.