AF1 Personal tax and trust planning

This course is for those wishing to progress to the CII Level 6 Advanced Diploma in Financial Planning.

Duration

1 day

About the course

Those wishing to progress to the CII Level 6 Advanced Diploma in Financial Planning.

Who should attend?

Those who have previously gained knowledge through study of key units from the CII Level 4 Diploma in Regulated Financial Planning or the CII Level 4 Diploma in Financial Planning. Those who have previously gained knowledge through study of key units from the CII Level 4 Diploma in Regulated Financial Planning or the CII Level 4 Diploma in Financial Planning.

Workshop Content

  • Wills & intestacy, powers of attorney
  • Bankruptcy
  • Trusts
  • Income Tax
  • I. Contributions
  • Capital gains tax
  • Trusts: Income tax and capital gains tax
  • Inheritance tax
  • Residence and domicile
  • Self-assessment
  • Direct investments
  • Indirect investments
  • Life assurance
  • Other investments/wrappers
  • Tax planning

Find Out More

Call us on 0117 959 4135 or leave your details below and we'll contact you shortly.
Course Information

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