AF1 (Personal Tax & Trust Planning) - Online Training Course

Monday, 06 September 2021 – Thursday, 09 September 2021
9:30 am – 1:00 pm

AF1 (Personal Tax & Trust Planning) - online exam training

Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021

Pre-course

Read the Examiner Report for previous AF1 exam and read through pre-course handouts

Session 1, Monday 6th September 09:30 to 12:30

• IHT

• Wills and intestacy

Session 2, Tuesday 7th September 09:30 to 12:30

• Review session 1

• Taxation of trusts

• Bankruptcy

• Investments – property

Session 3, Wednesday 8th September 09:30 to 12:30

• Review of session 2

• Residence & Domicile

• Income tax

Session 4, Thursday 9th September 09:30 to 12:30

• Review of session 3

• Tax reducers

• CGT

• LPOAs

• Next step: plans to pass AF12

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

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 Sheffield, 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.

7 3/4 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.