CII Personal Tax & Trust Planning (AF1) Study Programme – April 2017
CII Personal Tax & Trust Planning (AF1) Study Programme – April 2017
Sheffield CII (Life & Pensions Society) are pleased to offer a two-day study programme in preparation for the April 2017 sitting of the AF1 exam, in association with The Financial Adviser Academy.
DATES 7th & 8th March 2017
LOCATION AMP Technology Centre; Advanced Manufacturing Park, Brunel Way Rotherham, South Yorkshire S60 5WG (off J33 M1)
COST £250 including all course material
| COURSE CONTENT DAY 1 | DAY 2 |
| Standing in the Examiner’s shoes | Review of mini-mock |
| Income tax: Hangman’s gallows Meat on the bones Calculation practice | Powers of Attorney Wills and intestacy |
| Products and tax | Residence and domicile |
| CGT 5 steps Rates for 16/17 | IHT Two doors approach Gifting – over-rated IHT ingredients Calculation practice |
| Set mini-mock and work for day 2 | Taxation of trusts summary Next steps to passing |
ABOUT THE TRAINER
Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Steve and The Financial Adviser Academy via the following link: http://www.financialadviseracademy.org.uk/meet-the-team
HOW TO BOOK
Places on this course are expected to be extremely limited. To reserve your place or with any questions, email Owen.Wright@investecwin.co.uk or tel. 0114 275 5100.
Please note attendance will be secured only on receipt of payment of full course fee.