CII AF1 Exam: Personal Tax and Trust Planning
Trusts workbook
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- Free AF1 taster workbook on ‘Trusts’.
- Focuses on the ‘Trusts’ section of the AF1 syllabus.
- Looking at key points, this takes you through the legal aspects and taxation of Trusts, as well as looking at life assurance and trusts.
- To aid knowledge retention and understanding, this workbook is written as a number of short exercises such as ‘Q & A’, ‘Fill in the blanks’ and ‘Quick Quizzes’ as well as providing exam-type questions. The answers to the exercises and questions are given at the end.
- Over 115 pages of exercises, questions and detailed answers.
- All exercises and questions kept up-to-date to reflect any changes to the exam syllabus and tax year.
- Provided electronically in PDF format – you can print them out and complete them wherever you wish – no need to sit at a PC and no waiting for the postman!
- Comes with our 30-day, no questions asked, money-back guarantee.
‘Trusts’ workbook taster for FREE!
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Full ‘Trusts’ 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 2021 to 31 August 2022
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Valid for examinations from 1 September 2021 to 31 August 2022
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Silver- "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
Leanne TraceySenior Customer Consultant, Standard Life Direct - "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
- “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."John ReynoldsExpert Pensions, Edinburgh
Leanne Tracey
Giovanni ManigliaWhat is covered in the ‘Trusts’ workbook?
- Introduction to Trusts
- Trust Creation and Rules
- Trust Investment and Administration
- Substituted Decision Making
- Wills and Intestacy
- Bankruptcy
- Taxation of Trusts
- Life, Pensions and Investments
- Trust and Tax Planning
How will these help me to pass?
We have had feedback from many AF1 candidates asking for some more help with the ‘Trusts’ element of the exam syllabus. In response to this request for help, we have produced our ‘Trusts’ workbook.
With exercises and questions including ‘fill in the blanks’ and ‘quick quizzes’ along with full answers to aid your knowledge and understanding, the AF1 Trusts workbook covers the legal aspects and taxation of Trusts, and also life assurance and trusts.