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Personal Finance Society
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Qualification unit
The objective of this unit is to develop knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process. Download 2017-2018 syllabus »  
Qualification unit
The objective of this unit is to develop in depth financial planning skills related to personal tax and trusts. Download AF1 October 2017 Exam Guide
Technical articles | 08 Feb 2016
One of the questions that is frequently asked by clients of Technical Connection relates to the liability to tax of the settlor of a trust. Many questions appear to stem from a misunderstanding of the term "settlor". This month we seek to clarify some of the issues using a case study. It is...
CII Library | Book | Published 2017
Contents: Part 1: Fundamentals of Equity and Trusts 1. Introduction 2. Understanding the Trust Part 2: Express Trusts3. Certainty in the Creation of Express Trusts 4. The Rights of Beneficiaries and the Beneficiary Principle 5. Formalities in the Creation of Express Trusts 6. Secret Trus...
CII Library | Book | Published 2017
Study text for J02 Trusts, 2017-18 edition, by the Chartered Insurance Institute.
CII Library | Book | Published 2016
Tax Advisers’ Guide to Trusts explains the relevant tax rules and the way in which trusts can be used in practice in a context on uncertainty. Examples and case studies are used to supplement and illustrate the text, providing practical guidance throughout.5th edition fully updated to take accoun...
CII Library | Book | Published 2015
Alastair Hudson’s Equity and Trusts is an ideal textbook for undergraduate courses on the law of trusts and equitable remedies. It provides a clear, current and comprehensive account of the subject through which the author’s enthusiasm and expertise shine through, helping to bring to life an area...
CII Library | Book | Published 2015
A comprehensive, single volume guide to the taxation of trusts and estates, including numerous worked examples and extensive references to source material and case law. The third edition has been updated for legislative and other changes up to 18 November 2015 (the date of Royal Assent to Fi...
CII Library | Book | Published 2015
Trusts and Estates covers the tax planning opportunities, pitfalls and compliance issues involved in starting, running or ending a trust, or dealing with a deceased estate. With a new chapter on trusts for disabled persons and vulnerable beneficiaries, the 2015/16 edition also covers the fol...
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