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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
Life Assurance Based Investments 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. The majority of lump sum investments are still made using single premium life assurance... More > bonds. Bonds can both defer and mitigate personal tax liabilities. How confident are you if you had to explain the personal taxation implications of chargeable events? Would your client be better with the partial surrender option even though it may be in excess of their 5% allowance or would the better option be to encash some segments or policies? Will the chargeable event be assessed in this current tax year or in the next tax year – this could be critical depending on the level of the client’s taxable income? This guide is designed to improve the level of your knowledge in this important area so that you can genuinely add value through your advice.It is also invaluable if you are studying for CII R02 or AF4 exams or the IFP Certified Financial Planner exam.< 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
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
Inheritance Tax Calculations 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. IHT is an emotive topic for most clients who want to hand on as much of their wealth as... More > possible to future generations and resent paying further tax on wealth that has already been taxed on creation. In our opinion this guide is essential reading for all financial advisers. Having completed this guide you should be able to understand the importance of gathering a detailed history of a client’s lifetime gifts and the IHT impact of any planned gifts in the next seven years. The guide is essential for anyone preparing for the J02, R03, CF5,RO6,AF5 or AF1 CII examinations. It may also be of assistance with other personal taxation exams including the IFP Certified Financial Planner or Fellowship exams.< Less
The Taxation of Trusts 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. Trusts are very much part of financial advice. They may be needed for tax planning or they... More > may be needed to enable a family member to control who gets what at a later date. The creation of most trusts is now a “Chargeable Lifetime Transfer” which has an immediate impact on both the transaction itself as well as an impact on all future trusts. This guide is designed to help you to avoid the major pitfalls when advising your clients – without a proper understanding of the taxation of trusts there is a lot of scope to get things badly wrong. This guide essential for anyone preparing for the J02, R03, CF5,RO6, 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
Income Tax Calculations By Sarah Dingley-Brown
Paperback: $19.30
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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 is essential reading for all financial advisers. At the very least an adviser... More > should be able to ballpark a client’s “taxable income” to determine their marginal rate of income tax and CGT, the potential tax relief on pension contributions and the likelihood of personal tax liability on life assurance chargeable events. We estimate that this individual guide takes approximately 10 hours of personal study. It is an invaluable study aid for the following CII exams: CF2,CF5,J02,R02, R03, R06, AF5 and AF1 - also students studying for the IFP Certified Financial planner exams and Paraplanner exams.< Less
The Tax & Trusts Suite By Sarah Dingley- Brown
Paperback: $53.09
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16 HENCE THE DISCOUNTED PRICE. We recognise that some of you will be studying for more than one exam and so have grouped... More > some of the guides into subject suites. The Tax and Trusts suite contains : · Income Tax calculations · IHT Calculations and · The Taxation of Trusts This suite of guides is an invaluable study aid for students taking the following CII exams: CF2,CF5,J02, R03, R06, AF5 or AF1. It may well also be of benefit to students taking the IFP Fellowship, Certified or Paraplanner examinations.< Less
The Investments Suite By Sarah Dingley-Brown
Paperback: $52.86
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16 HENCE THE DISCOUNTED PRICE. We recognise that some of you will be studying for more than one exam and so have grouped... More > some of the guides into subject suites. The Investments suite contains: · Tax update & Fixed Interest Securities · Collective Investment Schemes - Onshore and Offshore · Life Assurance Based Investment – Onshore and offshore These guides should help you with your CII CF2,CF5,R02, R06, AF5 and AF4 examinations. The guides may also be of help with the IFP Certified Financial Planner exams.< Less