Revision: AF1 Personal Tax and Trust Planning

The Advanced Diploma exams can be tough. This session aims to help candidates feel more prepared for the exam and past attendees of such courses have said what a difference it's made.

We have arranged an interactive revision session covering the key areas of the syllabus and will be delivered by Neil Price of Companion Financial.

The session will enable you to discover more relating to:

• Income tax
• Capital gains tax
• Inheritance tax

There will also be the opportunity to explore previous exam questions and discuss techniques.

Speaker Biography
Neil has 20 years’ experience in financial services, gained during assignments with an IFA, major UK bank and an IFA Network. He is a highly qualified Chartered & Certified Financial Planner who runs a directly authorised Financial Planning practice based in Tadcaster. The firm now in its 7th year looks after 70 clients Neil is also an award winning trainer for the Certified Financial Planner and AF7/AF1/AF4/AF5 Advanced qualifications delivering training to planners wanting to achieve these prestigious qualifications through the Chartered Institute for Securities & Investment and Chartered Insurance Institute.

The cost for this session is £30 and can be paid upon booking. There is a maximum of 20 attendees. If we are oversubscribed, you will be placed on a waiting list.

Due to the current situation, this will be in webinar format using Microsoft Teams. Joining instructions will be sent prior to the event.

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