CII J02: Trusts Workbook
- This is for you if… you want to master the trusts part of the J02 exam syllabus
- Free J02 trusts workbook taster version
- Looking at key points, this takes you through the set-up and administration of trusts, taxation, and how they relate to financial planning
- 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 – answers provided at the end
- Over 110 pages of exercises, questions, and detailed answers
- Kept up to date to reflect changes to the exam syllabus and tax year
- Download instantly in PDF format and print as required
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J02 PDF taster trusts workbook for free!
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J02 PDF Trusts Workbook
Valid for examinations from 1 September 2024 to 31 August 2025
Our best value study kits
Valid for examinations from 1 September 2024 to 31 August 2025
What 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 the J02 PDF trusts workbook help me to pass?
We have had feedback from many J02 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 J02 Trusts workbook covers the set-up and administration of trusts, taxation, and how they relate to financial planning.