AF1 Live Revision Workshop

This online revision course is designed to help you feel more prepared for your exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

The objective of Personal Tax and Trust Planning Exam Revision Course (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

Session one

9.30am – 4.30pm (UK)

1. Exam Technique
2. Income tax/NICs theory and calculations
3. CGT process and calculations
4. CGT reliefs
Session two

9.30am – 4.30pm (UK)

1. IHT Review with reliefs, exemptions and calculations (NRB, RNRB etc)
2. Trust structures and taxation
3. Taxation of investments

This revision course is delivered online via Zoom over two full days.

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience.

Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.

The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks.