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Emma Passes Taxation Paper

Congratulations to our trainee Financial Planner- Emma Jones – who successfully managed to pass the Chartered Insurance Institutes (CII) paper in Personal Taxation (R03) today!

This is the third professional financial planning examination that Emma has managed to rack up in just six months which is a great achievement.

The personal taxation paper is demanding; tackling calculation based questions around Capital Gains Tax, Inheritance Tax, the treatment of State Benefits, Self Employed Businesses and much more. Emma had to study solidly for three months and we spent many hours unraveling the mysteries of the tax system!

This success marks the half way point for Emma as she continues on to exam number four in order to build her full diploma in financial planning. The amount of time and investment that we have made in Emma at Thomas and Thomas has been truly matched by her own effort, enthusiasm and determination to succeed.

Keep going Emma – you can do it!

Darren, Lisa and Katy.


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