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AF1 study notes – AF1 Personal tax and trust planning.
The AF1 Personal tax and trust planning exam does not have a specific CII study text. These AF1 study notes have been designed to cover the key points, in a clear and concise manner (with explanations and calculations, where necessary) for the AF1 exam.
This study material has been written by industry experts to give you the essential knowledge you need to pass the exam first time.
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Content of Personal tax & trust planning study notes:
Section One: Planning your study
Section Two: Wills and intestacy, powers of attorney
Section Three: Bankruptcy
Section Four: Trusts
Section Five: Income tax – part one
Section Six: Income tax – part two
Section Seven: National Insurance contributions
Section Eight: Capital gains tax
Section Nine: Trusts: Income tax and capital gains tax
Section Ten: Inheritance tax
Section Eleven: Residence and domicile
Section Twelve: Self-assessment
Section Thirteen: Direct investments
Section Fourteen: Indirect investments
Section Fifteen: Life assurance
Section Sixteen: Other investments/wrappers
Section Seventeen: Tax planning
