Study room

Q&A - Summer 2022

Key answers on pilot trusts and salary sacrifice

Technical Connection explains how using Gift Aid can mean a tax saving for clients

Ian Simons provides some top tips for candidates taking remotely invigilated exams

Ian Simons explains how the Professional Map and Future Me are aimed at helping financial planning professionals develop the skills and knowledge to thrive in their careers

Niki Patel examines planning possibilities around the reformed Health and Social Care Levy

George Tsounias reflects on Volunteers’ Week 2022 and the positive impact volunteers are having in UK schools through the My Personal Finance Skills initiative

Nick Edwards and John Woolley explain why recent HMRC changes mean advisers should discuss with clients whether their trusts need to be registered

Niki Patel examines tax year-end planning opportunities

The CII Financial Assess training package tests your knowledge of key