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Brand Financial Training > CII J02 Trusts Workbook

CII J02: Trusts Workbook

  • Overview
  • Free taster
  • Full workbook
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J02 PDF 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
  • 14-day money-back guarantee

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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

J02 Trusts Workbook
£30 Inc VAT
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Save 10% with our study kit packages
Everything you need for your best chance of passing first time
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Our best value study kits

Valid for examinations from 1 September 2024 to 31 August 2025

Silver
£67.50 Inc VAT
10% OFF
£75
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Exercises and questions including 'fill in the blanks' and 'quick quizzes' with full answers to aid your knowledge and understanding'Trusts' Workbook +
14-day money-back guarantee
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Gold
£108 Inc VAT
10% OFF
£120
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Exercises and questions including 'fill in the blanks' and 'quick quizzes' with full answers to aid your knowledge and understanding'Trusts' Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
14-day money-back guarantee
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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.

  • "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 ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "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 TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • “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 ReynoldsJohn ReynoldsExpert Pensions, Edinburgh

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