JO2 (Trusts) Pre Exam Training - online distance learning event

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for and taking the J02 examination.

Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

The overall objective is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested

>> J02 (Trusts) - Monday 25th January 2021

By the end of the event delegates will be able to:

• Understand the key characteristics of a trust.
• Explain how trusts can be set up together with the roles and responsibilities of trustees.
• Explain the main characteristics of Absolute, Interest in Possession and Discretionary trusts and how income and capital gains is calculated for each.
• Identify what is a Relevant Property Trust and a Non-Relevant Property Trust and explain how this status affects liability to IHT.
• Understand the main uses of trusts in financial planning.
• Explain the requirements for a will to be valid and the process to be followed by the executors in distributing the estate.
• Know how a deceased’s estate is taxed before it is distributed.
• Explain the rules of intestacy and the uses of Deeds of Variation.
• Understand the concept of mental capacity and how it is used to establish the ability of an individual to make decisions.
• Explain how a General Power and Lasting Power of Attorney can be set up and administered.
• Explain the procedures and implications of being made bankrupt.

Cost: The cost of the days training will be £49 for PFS members and £59 for non-PFS members.

>> More about our speaker

John Trayner FCII FPFS, is a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees on each day. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

J02 25th January

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.