More From Sarah Dingley-Brown

Capital Gains Tax Calculations By Sarah Dingley-Brown
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PLEASE NOTE THAT THIS VERSION USES TAX RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16 HENCE THE DISCOUNTED PRICE. CGT liabilities can take a long time to catch up with a client. For example CGT on a... More > gain on a disposal made on 1st May 2015 will fall to be assessed in 2015/16 but the tax will not be due until 31st January 2017. A working knowledge of CGT may also help a client arrange their affairs to mitigate the CGT liability in the first place – an even better result. This guide takes the reader through a range of worked examples of mainstream CGT calculations together with lots of practice questions. As well as being essential reading for all financial advisers we recommend this guide for anyone preparing for the CF2,CF5,J02,R02,R03,R06, AF5 or AF1 CII examinations. It may also be of assistance with personal taxation exams including the IFP Certified Financial Planner or Fellowship exams.< Less
Financial Calculations By Sarah Dingley-Brown
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Financial calculations can seem daunting - 'specially if you are studying for an exam which requires you to use statistical formula which in turn might involve going back to basic algebra. Not easy... More > when you left school many years ago. Don't panic - help is at hand with this workbook which will guide you through complex calculations on a step by step basis. This guide is essential reading if you are studying for CII exams R02,R06,J10,J12,AF4 or AF5. It is also of great benefit to anyone studying for the Institute of Financial Planning Paraplanning, CFP or Fellowship exams. The guide also includes worked examples of how to use a financial calculator - something that will help you with your clients in the real world for financial planning.< Less
Collective Investment Schemes By Sarah Dingley-Brown
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16. HENCE THE DISCOUNTED PRICE. Most financial advisers recommend the use of collective funds such as unit trusts and... More > Open Ended Investment Companies (OEICs) – often in conjunction with ISAs. Some clients may have investment trust shares as part of their portfolio. Are OEICs a better option than unit trusts or are investment trusts the most appropriate collective investment for most clients? Is there any real merit in using offshore funds for UK resident investors? A better understanding of the differences between these different types of collective funds should lead to better financial advice. As well as being essential reading for all financial advisers we recommend this guide for anyone preparing for the CF2, R02, J10 or AF4 CII examinations. It may also be of assistance with other exams including the IFP Certified Financial Planner or Fellowship exams.< Less
Tax Update and Fixed Interest Securities By Sarah Dingley-Brown
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16. HENCE THE DISCOUNTED PRICE. This guide recognises that you may need to refresh your knowledge of income tax and CGT... More > but aren’t taking a tax exam as such. A working knowledge of fixed interest securities is also valuable to financial advisers. The headline rate may be a very appealing 7% but the yield to redemption may be only 3% - why the difference and what is the likely net of tax return for say a higher rate taxpayer? As well as being essential reading for all financial advisers we recommend this guide for anyone preparing for the CF2,J10, R02, R06, AF4 or AF5 CII examinations - also for the IFP Certified Financial Planner or Fellowship exams.< Less

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