Search results for "AF5"
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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. -
Monthly Roundup for September 2020
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in September, and you can simply click on any that are of interest to you. -
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a chargeable lifetime transfer (CLT) made three to seven years before death. Here, we discuss PETs and CLTs and provide examples of how tax can be reduced by taper relief - useful reading for those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams. -
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. -
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. -
Getting to Know the Hierarchy of Financial Needs
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore a key adviser skill. In this article, we take a look at using the hierarchy of financial needs as a basis for prioritisation. This is a concept that may be tested in the CII’s R01, CF1, R06, and AF5 examinations. -
Monthly Roundup for November 2018
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in November, and you can simply click on any that are of interest to you. -
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. -
Monthly Roundup for February 2024
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in February, and you can simply click on any that are of interest to you. -
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. -
Monthly Roundup for July 2019
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in July, and you can simply click on any that are of interest to you. -
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.