Search results for "R01"
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Becoming Familiar with Unit Trusts and OEICs
Here, we talk about Unit Trusts and Open-Ended Investment Companies (OEICs) – of interest to those studying for any of the CII AF1, AF4, AF5, CF1, J10, R01, R02, R03, or R06 exams. -
The Ups and Downs of the FSCS Figure
For those who may have missed this (or are just confused by it!), the Financial Services Compensation Scheme (FSCS) now covers deposit accounts back up to the previous £85,000 limit and has done since 30th January 2017. So it used to be £85,000 and then it went down to £75,000 and now it’s gone back up again! This article discusses […] -
A Baffling Question About IHT and The Order of Gifts
Here, a question posed by a reader is answered in detail. The question pertained to the order of gifts and how it impacts IHT charges. This article will be of interest to those who are studying for their CII R01, R03, R06 or AF1 exams. This article has been written in response to a reader’s comment on our recent blog […] -
Help to Buy ISAs – A Summary of the Main Features
In just one week’s time, on 1 December 2015, Help to Buy ISAs will finally be made available to the public. In this article we provide a summary of the product’s main features. This will be of interest to those who are studying for any of the CII R01, R02, R06 or CF6 exams. Contributions The Government will top up […] -
Changes to the Intestacy Rules
With all the other major headlines dominating the news recently, it may have passed some by that the intestacy rules have been changed. Read on to learn what changes have been made to the intestacy rules. This is useful information for CII AF1, AF5, CF1, FA1, J02, R01, and R06 candidates. -
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. -
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. -
What You Need to Know About the Senior Managers and Certification Regime
The Senior Managers and Certification Regime (SM&CR) replaces the Approved Persons Regime and from the 9th December 2019 applies to all authorised firms. Here, we explain what the three key parts of the regime are, what certification entails and the details of the conduct rules. This is useful reading for your CII CF1 or R01 exam preparation. -
Our Top Revision Tips for the CII R0 Exams
There is a lot of information to retain, and a lot of studying required for the R0 multiple-choice question exams, so we wanted to share with you some top tips to help with your revision. -
Monthly Roundup for December 2019
This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in December, and you can simply click on any that are of interest to you.