J02 - Trusts

Led by a CII certified trainer, this one day training course costs £65 for members (non-members £85) and is suitable for candidates studying for their J02 and AF1 exams in 2017.

By the end of the day delegates will able to:

• explain how trusts can be set up together with the roles, 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

Schedule

9am - Registration

9.30am - Morning session

12.45 - Lunch (buffet lunch provided)

13.30 - Afternoon session

16.45 - Day finishes

There will be a 15 minute break in the morning and afternoon and refreshments will be provided throughout the day.

Full joining instructions will be sent to those who have registered, shortly before the first session takes place.

Online Booking
If you would like to join us for this event, please click on the Book Now button below.

For AF1 candidates, we are also offering a 3 day revision course which includes the above. Click here for further details.