AF1 : Personal tax and trust planning
Calculation workbook
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- Free AF1 calculation workbook taster
- Over 80 pages of calculation questions and answers
- Full step-by-step answers for every question
- Detailed explanations for each answer
- Cross references to the relevant CII study text
- All questions and answers kept up-to-date to reflect changes to the exam syllabus and tax year
- Download them instantly in PDF format and print as required
- 30-day money-back guarantee
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
How do I order?
- Simply click on the ‘Add To Cart’ button and proceed through the order process.
- You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.
Valid for examinations from 1 September 2019 to 31 August 2020
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Valid for examinations from 1 September 2019 to 31 August 2020
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Silver- "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
Antony GummersonClient Support, W Denis Financial Services, Leeds - "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"Russell HammondSenior Partner, London
- "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
Christopher HargreavesInvestment Adviser, Southport - "As an IFA with the normal family commitments - my issue with exams is pure and simple - time. I don't have the time to spend hours reading bulky CII manuals. I don't have the time to look for 100% pass marks and I don't have the time to risk failing and having to re-sit. for me, this is where the Brand material brings enormous value: summary study notes,example calculations and practice questions all focussed on one thing that's important - getting a pass mark! ...The Brand material is the solution to any adviser in a similar postion to me. it is inexpensive, yet provides enormous value in terms of time saved and results obtained. I am more than happy to fully endorse it and say a big thank you to Catriona for her outstanding contribution to my personal achievement"Andrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
- "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
Josh ButtenMDG MK, Milton Keynes - "I passed R02 - No doubt thanks to your fantastic workbook which helped no end! With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."David GunnAdviser, Nottingham
What calculations are included?
- Income tax
- National insurance
- Capital gains tax
- Inheritance tax
- Self assessment
- Taxation of investments
- Taxation of trusts
How will these help me to pass?
Many exam-takers lose vital marks when it comes to performing calculations as they haven’t nailed down the exact process and order in which to perform the calculations, and haven’t spent enough time practising them.
The number of marks gained or lost on calculation questions can make the difference between a pass and a fail. Just a little more time taken on calculations during the revision period can give you the confidence you need to perform any calculation that could come up, so that you know you will gain top marks on all those calculation questions.
Unfortunately, not enough calculation practice and help is given in the study text, and mock papers don’t tell you exactly how to get from the question to the answer.
Our calculation workbook for AF1 solves this problem by guiding you through the calculations, step-by-step, and providing detailed answers. Couple them with other resources in our study kits and you’ll be well prepared for your exam.