AF1 Personal Tax and Trust Planning - Q3 2019

K2 Leisure Centre
Monday, 08 July 2019
9:00 am
    • John Trayner, CII Approved Trainer

This three-day course aims to significantly improve delegates' chances of passing their AF1 exam by developing an understanding of the key technical points that are likely to be tested.

The programme will consist of three workshops to give delegates more time to build up their knowledge and understanding.

Each session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD each day.

The cost of this course is £180 for CII/PFS members (£240 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Dates and Objectives
The dates of this course are set out below. By the end of each day, delegates will be able to:

Day 1 - Monday 8 July 2019 - Taxation

  • 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 - Monday 9 September 2019 - Trusts

  • 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, 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

    NB This event will be suitable for anyone taking J02 (Trusts) as a stand alone event. If you wish to book solely for the Trusts day as a stand alone event, please click here.

Day 3 - Monday 23 September 2019 - Consolidation and Revision

  • understand any remaining elements of the syllabus that were not covered in the previous two sessions

  • have identified any areas of potential weakness in their knowledge and had the opportunity to revise these

  • understand what examiners will be looking for to award high marks in candidates’ answers

Other information

There is ample free on-site parking at the venue.

Please note that these events will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the first session.

About our speaker
John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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CII Accredited

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

6 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