Learning Material Sample
TrustsIntroduction and overview of Trusts The aim of this course is to enable you to understand the 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 for those wishing to supplement their studies for the CII J02 Trusts exam, and for professionals looking to update or expand on their e... Shortened demo course. See details at foot of page. ...king on the topic names.Click on the audiovisual presentation images within the chapter text to view the presentations. Taking the assessments After reading each chapter, click on the "revision test" image in the final section to test your understanding of that chapter. Tax Tables Click here for a PDF summary (opens in a new window) . 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, Who can be at trustee, Trustee duties, Trustee powers, Trustee appointment and replacement, Delegation of trustee functions, Beneficiaries, Trust types, Trust uses Estimate... Shortened demo course. See details at foot of page. ...>9. Applying trusts and tax planning solutionsLearning outcome 9: Apply effective trust and related tax planning solutions Contents: Inheritance tax and trusts, Making gifts during lifetime and on death, Transfers to bare or absolute trusts, Chargeable lifetime transfers to trusts, Order of PETs and CLTs, Inheritance tax exemptions, IHT - Investment wrappers, IHT - Loan Trust plans, IHT - Discounted Gift Trust plans, IHT – Flexible Reversionary Trust trusts, IHT - Back-to-back plans, IHT - Life assurance cover, Reviewing trusts Estimated CPD time: 1 hour 10. Glossary 11. End of course assessments Final assessment 1 - 20 multiple choice questions Final assessment 2 - 20 multiple choice questions Case study with 20 multiple choice questions |
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