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 should be able to ballpark a clientÕs Òtaxable incomeÓ 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.