AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday March 9th 2020 Day 1, Fareham

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday March 9^th 2020 Day 1, Fareham

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF1 examination. As AF1 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions.

The cost of each day’s training is £81.34 for PFS members and £91.48 for non PFS members. There is a maximum of 10 attendees. If we are oversubscribed, you will be placed on a waiting list.

The venue is the Shogun Business Centre, 12 Funtley Court, 19 Funtley Hill, Funtley, Fareham, Hampshire, PO16 7UX. There is parking on site.

For refreshments there will be lunch, tea/coffee and water available.

The day will commence at 0930 sharp and finish by 1630.

The AF1 preparation day aims to increase your chances of passing the exam.

AF1 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing.

This will be very much a revision day so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

Day 1 Agenda: Income Tax, IHT, CGT, NIC, Taxation of investments – to be confirmed

Day 2 Agenda: Residence and Domicile, Trust principles, Taxation of Trusts, Wills & Intestacy, LPA, Bankruptcy – to be confirmed

Over the two days, delegates will cover:

• The typical income tax questions you can expect in the exam
• The typical CGT questions you can expect in the exam
• The typical IHT questions you can expect in the exam.
• The taxation of the main investment products
• The main types of trusts and how they are taxed.
• Substituted decision making (LPA)
• Wills and intestacy
• Bankruptcy

The course trainer is John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

To attend, please book online via the following link https://www.localinstitutes.cii.co.uk/southampton/home/events/forthcoming-events/

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.