J02 Trusts - September 2019
This one-day course, which also forms day 2 of the AF1 course, aims to significantly improve delegates' chances of passing their exam by developing an understanding of the key technical points that are likely to be tested.
The 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.
The cost of this course is £75 for CII/PFS members (£95 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.)
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, 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
There is ample free on-site parking at the venue.
Please note that this event 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.
If you have booked for the 3 day AF1 course, the J02 Trusts day is included automatically and you do not need to book this separately.
Full joining instructions will be sent to delegates ahead of the event.
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.
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 www.cii.co.uk/cpd.