PFS Exam Study Course - J02 - Trusts - February 2018

Monday 19th February 2018

This one-day course aims to significantly improve delegates' chances of passing their exam by developing an understanding of the key technical points that are likely to be tested.

The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing a full six hours' CPD.

The cost of this course is £65 for CII/PFS members (£85 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Objectives

By the end of the event delegates will be able to:

• explain how trusts can be set up together with the roles, responsibilities of trustees

• explain the main characteristics of Absolute, Interest in Possession and Discretionary trusts and how income and capital gains is calculated for each

• identify what is a Relevant Property Trust and a Non-Relevant Property Trust and explain how this status affects liability to IHT

• explain the requirements for a will to be valid and the process to be followed by the executors in distributing the estate

• explain the rules of intestacy and Deeds of Variation

• explain how a Lasting Power of Attorney can be set up and administered

• explain the procedures and implications of being made bankrupt

Other Information
This event is also day 2 of the three day AF1 course, although is suitable as a standalone event for anyone sitting J02 Trusts.

There is ample free on-site parking at the venue.

Please note that this event will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the event.

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