Learning Material Sample

Trusts Demo

Introduction and overview of Trusts

The aim of this course is to enable you to understand some key advanced advice subject areas relating to trusts and apply your knowledge in order to make well-reasoned client recommendations.

The learning outcomes are appropriate both for someone wishing to supplement their studies for the CII J02 Trusts exam ...

Shortened demo course. See details at foot of page.

...and column. To view the sub-topics within each chapter, click on each of the topic names.

Taking the assessments

After reading each chapter, click on the "revision test" image to test your understanding of that chapter.

Tax Tables

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This course covers the learning outcomes and contents detailed below. The CPD time is allocated to your record the first time you complete the end of chapter assessment and reflects the estimated time needed to complete a detailed study and gain a full understanding of the chapter. On subsequent completion of chapter assessments the CPD time allocated is only in respect of the estimated time needed to complete the assessment.

1. Introduction to trusts

Learning outcome 1: Explain the structure of a trust and the roles of the trustees and beneficiaries

Contents: What is a trust?, Settlor, Trustees, Beneficiaries, Trust types, Uses of trusts

Estimated CPD time: 3.5 hours

2. Trust creation and rules

Learning outcome 2: Explain how t...

Shortened demo course. See details at foot of page.

...er implications

Contents: Life assurance in trust, Pensions and death benefits

Estimated CPD time: 3.5 hours

9. Applying trusts and tax planning solutions

Learning outcome 9: Apply effective trust and related tax planning solutions

Contents: Inheritance tax and trusts, Lifetime and death transfers, Inheritance tax exemptions, Products, trust plans and life assurance used in IHT planning, Reviewing trusts

Estimated CPD time: 1 hour

10. Glossary

11. End of course assessments

Final assessment 1 - 20 multiple choice questions

Estimated CPD time: 0.4 hours

Final assessment 2 - 20 multiple choice questions

Estimated CPD time: 0.4 hours

Case study with 20 multiple choice questions

Estimated CPD time: 0.67 hours

About Demo Courses

This is a shortened version of our online course, built so that you can get a good idea of what is provided. The full version shows all the current text and is fully formatted. Use the top right drop down menu to view the chapters. If you have already purchased this course, please log in to access the full version

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