July R06 case studies are out, and they are goliaths!

July R06 case studies are out, and they are goliaths!

We can never be 100% certain of what areas will be tested in an R06 exam, but we can already see that the potential list of technical areas for the July 2020 sitting is long. It would be a mistake to under-estimate this exam. Candidates should start their revision NOW!

Often in R06 exams we have seen that Case Study 1 focusses on protection and accumulation needs, whilst Case Study 2 deals with decumulation or business planning. Even after our rapid review this morning, we can see that the case studies are crammed full of technical areas, so this is one sitting where candidates will need to invest a lot of time in the next two weeks getting their approach and technical knowledge to where it needs to be.

The following list is by no means complete, but we’ve already spotted:

  • Capped drawdown treatment on death 75+
  • Flexi-access drawdown
  • Emerging markets v Asian equity v UK fixed interest v global property v UK and US equity funds
  • Offshore bonds
  • Transitional protection
  • Carry forward
  • Main Residence NRB
  • Tenants in Common implications
  • Tax relief on interest on Buy To Let properties
  • CGT Main residence relief
  • Discounted gift and Loan Trusts
  • State pension deferral
  • Assignments
  • Interest in Possession Trusts
  • Director remuneration
  • SIPP property purchases
  • Target Date pension Funds
  • Deferred DB Scheme membership
  • Share Incentive Plans, Powers of Attorney…

…and that’s just after a quick look at the case studies!

What you can do to prepare?

We have a number of solutions that may help:

R06 Analysis Questions & Answers
BTS offer an R06 analysis that can be purchased from our website Wednesday 24th June. Priced at £75.00, this contains all the questions and suggested answers that we have produced based on the two July case studies.

Attend a two-day webinar revision workshop
We have added an extra date for the R06 workshop on 29th and 30th June. So, if you are sitting the July exam and have still not registered for a workshop, BTS can still help.

All information can be found here.



The message for this sitting is the need to do as much revision of your own as you can.

It is not going to be an easy exam.



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