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J02

  • The CII J02 March 2024 Exam in Review

    Posted by on June 4, 2024

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII J02 Exam – April 2024

    Posted by on April 2, 2024

    In this article we are taking a look at the questions asked in four past exam papers of the...

    Brand Financial Training

  • A Look at Trusts for Bereaved Minors and 18 to 25s

    Posted by on February 13, 2024

    The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...

    Brand Financial Training

  • The CII J02 September 2023 Exam in Review

    Posted by on December 26, 2023

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training

  • CII Exam Combinations to Consider

    Posted by on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training

  • Understanding Charitable Trusts and Their Tax Treatment

    Posted by on August 15, 2023

    Increasingly, individuals are turning to charities for vital support in times of need where their needs are not met...

    Brand Financial Training

  • The CII J02 March 2023 Exam in Review

    Posted by on June 22, 2023

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training

  • Getting a Good Grasp of the Two Types of Lasting Power of Attorney

    Posted by on April 11, 2023

    A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...

    Brand Financial Training

  • How to Determine Periodic and Exit Charges on a Discretionary Trust

    Posted by on April 4, 2023

    Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this...

    Brand Financial Training

  • Brand Bitesize: Transfers into Discretionary Trusts

    Posted by on March 14, 2023

    In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when...

    Brand Financial Training

  • Brand Bitesize: Taxation of Dividends

    Posted by on February 14, 2023

    In this Brand Bitesize video, we show you how dividend income is taxed. This could be useful for anyone,...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII J02 Exam

    Posted by on February 7, 2023

    In this article we are taking a look at the questions asked in four past exam papers of the...

    Brand Financial Training

  • The CII J02 September 2022 Exam in Review

    Posted by on November 29, 2022

    Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...

    Brand Financial Training

  • Learning about Flexible Reversionary Trusts

    Posted by on August 2, 2022

    A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...

    Brand Financial Training

  • Understanding Loan Trusts

    Posted by on July 5, 2022

    Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...

    Brand Financial Training