AF1 – Personal Tax and Trust Planning – Study Notes


Our AF1 Study Notes have been updated and are suitable for exams from October 2020.

Around 180 pages that covers the essential information that you will need to know specifically for the AF1 exam.

(Buy AF1 on audio download along with your study notes and save.)

We’ve teamed up with specialists Techlink to offer you a FREE 2 month trial for their online technical resources. This gives you access to technical support when studying for your AF exam and beyond. Having purchased our material, you will get a link with your order confirmation to access this.


SKU: af1s Category: Tags: , ,


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.

Click here for your free AF1 Personal tax and trust planning sample

AF1 Personal tax & trust planning

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

AF1 Personal tax & trust planning