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J02

  • What is a General Power of Attorney?

    Posted by on June 30, 2020

    Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will...

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  • The Taxation of Trusts Can Be Tricky – Part 2

    Posted by on May 5, 2020

    In our recent article, we looked at the income tax position of the three main types of trust that...

    Brand Financial Training
  • The Taxation of Trusts Can Be Tricky

    Posted by on April 28, 2020

    Trusts are a valuable financial planning tool, yet the taxation of them can cause problems for students taking the...

    Brand Financial Training
  • Changes to the Intestacy Rules

    Posted by on April 14, 2020

    With all the other major headlines dominating the news recently, it may have passed some by that the intestacy...

    Brand Financial Training
  • The CII J02 October 2019 Exam in Review

    Posted by on January 16, 2020

    Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial...

    Brand Financial Training
  • What are the duties of trustees?

    Posted by on December 17, 2019

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...

    Brand Financial Training
  • The CII J02 April 2019 Exam in Review

    Posted by on July 16, 2019

    Next in line for our exam paper analysis is J02, the exam that sits in the Diploma in Financial...

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

    Posted by on June 11, 2019

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

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  • Deeds of Variation vs Disclaimers in Post-Death Planning

    Posted by on May 14, 2019

    Both deeds of variation and disclaimers can be used to vary or redirect assets from a deceased’s person’s estate....

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  • The CII J02 October 2018 Exam in Review

    Posted by on January 29, 2019

    Next in line for our exam paper analysis is J02, the exam which covers trusts – useful for those preparing...

    Brand Financial Training
  • What is an Individual Voluntary Arrangement?

    Posted by on December 11, 2018

    With reports that cases of bankruptcy are on the increase, we thought we would look at an alternative which...

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  • How to Gross Up Chargeable Lifetime Transfers When the Donor Pays the Inheritance Tax

    Posted by on October 2, 2018

    A question that has come up in J02, R03 and AF1 is the grossing up of chargeable lifetime transfers...

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  • The CII J02 April 2018 Exam in Review

    Posted by on August 9, 2018

    Next in line for our exam paper analysis is J02, the exam which covers trusts – useful for those preparing...

    Brand Financial Training
  • What is a deed of variation?

    Posted by on June 5, 2018

    Recently we have had a couple of queries on how a deed of variation works.  These can be tested...

    Brand Financial Training
  • Discounted Gift Trust – How a Chargeable Event May Be Taxed

    Posted by on May 22, 2018

    The following takes a closer look at a discounted gift trust and how a chargeable event on the investment...

    Brand Financial Training