Nearly 1 million free-resource-downloads and-counting

J02

  • Getting Back to Basics on Property Ownership

    Posted by on October 12, 2021

    In a recent CII written exam, the property owned by a husband and wife was held as tenants in...

    Brand Financial Training
  • Tips for Answering Questions on a CII Short-Answer Exam

    Posted by on August 24, 2021

    Taking the jump from the CII multiple-choice exams to the CII short-answer question exams can be a challenge. Here,...

    Brand Financial Training
  • The CII J02 April 2021 Exam in Review

    Posted by on July 20, 2021

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

    Brand Financial Training
  • The CII J02 February 2021 Exam in Review

    Posted by on May 4, 2021

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

    Brand Financial Training
  • The CII J02 October 2020 Exam in Review

    Posted by on January 19, 2021

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

    Brand Financial Training
  • What is a Breach of Trust?

    Posted by on November 10, 2020

    A trustee has a duty of utmost good faith with their main duty being to hold onto trust property...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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...

    Brand Financial Training
  • 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....

    Brand Financial Training