Search results for "calculation workbook"
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What is the Capital Asset Pricing Model?
In any given CII R02 paper, there’ll almost certainly be at least one question relating to the Capital Asset Pricing Model or, as it’s more commonly referred to as, CAPM. CAPM can also appear in J10, J12, and AF4. What we don’t know for certain is which element of CAPM will be tested – the formula itself, the assumptions behind the model, or its limitations. In this blog post, we look at all three. -
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. -
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 February 2023 Exam in Review
The CII has released their papers from the exam sittings that happened in February. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper. -
The CII AF2 April 2018 Exam in Review
It’s the turn of AF2 the Business Financial Planning module and the scrutiny of the April exam paper. This is useful reading for those studying for their CII AF2 exam. If you haven’t seen it yet, here is the link. Question 1 Question 1 this time concerned equal shareholders in a small private limited company, reliant on two major customers […] -
How to Determine Periodic and Exit Charges on a Discretionary Trust
Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this subject before, it seems a timely reminder for those thinking of sitting this exam in the future - also useful reading for J02, R03, R06, and AF5 exam takers. -
Tax Implications of Assigning Investment Bonds
In this article, we take a look at the assignment of onshore investment bonds, focusing in particular on the tax implications. This article is particularly relevant to the CII R01, R02, R03, R06, AF1, AF4, and AF5 exams.