J02
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February 4, 2025
A Look at Recent Past Papers for the CII J02 Exam – February 2025
In this article we are taking a look at the questions asked in four past exam papers of the...
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December 19, 2024
The CII J02 September 2024 Exam in Review
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
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October 29, 2024
Financial Planning After Divorce
When a marriage ends in divorce or a civil partnership in dissolution, there are a significant number of financial...
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October 8, 2024
What are the duties of trustees?
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...
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July 23, 2024
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June 4, 2024
The CII J02 March 2024 Exam in Review
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
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April 2, 2024
A Look at Recent Past Papers for the CII J02 Exam – April 2024
In this article we are taking a look at the questions asked in four past exam papers of the...
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February 13, 2024
A Look at Trusts for Bereaved Minors and 18 to 25s
The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In...
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December 26, 2023
The CII J02 September 2023 Exam in Review
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
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November 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...
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August 15, 2023
Understanding Charitable Trusts and Their Tax Treatment
Increasingly, individuals are turning to charities for vital support in times of need where their needs are not met...
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June 22, 2023
The CII J02 March 2023 Exam in Review
Here is our exam paper analysis for J02, the exam that sits in the Diploma in Financial Planning and...
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April 11, 2023
Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...
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April 4, 2023
How to Determine Periodic and Exit Charges on a Discretionary Trust
Discretionary trust taxation came up on a recent CII AF1 paper, and as much as we have covered this...
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March 14, 2023
Brand Bitesize: Transfers into Discretionary Trusts
In this Brand Bitesize video, we take a look at how transfers into discretionary trusts work in practice when...