AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event

Monday, 30 January 2023 – Tuesday, 31 January 2023
9:30 am – 4:30 pm (UK time)

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 30th January 2023, Day 2 - Tuesday 31st January 2023

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF1 examination.

This event will be run as an Online Distance Learning event.

The cost of both the two days training will be £320 for Hants & Dorset, Surrey and Thames Valley PFS members and all other PFS members and £349 for non-PFS members. A copy of the two days recorded sessions and supporting material will be made available to the delegates. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

Total CPD over the 2 Days will be 13 hours and each delegate will be emailed a CPD certificate.

The AF1 preparation day aims to increase your chances of passing the exam.

AF1 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing.

This will be very much a revision day so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

Day 1 Taxation

By the end of the event delegates will able to:

  • Calculate accurately a liability to income, capital gains, inheritance tax and National Insurance for individuals whose situation is typical of those tested in previous AF1 papers.

  • Understand the main pension input and benefit rules as applied to typical AF1 questions

  • Explain accurately the tax treatment of the main pooled investments, both on and off-shore and apply these rules to practical situations faced by the average investor

Day 2 Trusts

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

  • Understand how an individual’s status for Residency and Domicile is established and how this affects their liability to UK tax.

  • 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

  • Explain the requirements for a will to be valid and the process to be followed by the executors in distributing the estate

  • Explain the rules of intestacy and Deeds of Variation

  • Explain how a Lasting Power of Attorney can be set up and administered

  • Explain the procedures and implications of being made bankrupt.

Our 2023 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is John Trayner FPFS, a member of the L&D Digital Solutions trainers team.

Any questions please email the Hants and Dorset PFS Regional Committee on

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at