AF1 – Personal tax and trust planning

What does the unit cover?
This unit enables candidates to advise in detail on a range of taxation and trust issues. The main syllabus elements are:

• The tax system and self assessment
• Main taxed on income and capital
• How tax liabilities are computed
• Tax treatment of various investments
• Types of trusts
• Power of attorney
• Taxation of trusts

How is it examined?
3 hours, case study approach. 160 marks spread over three compulsory questions. Marks for questions 2 and 3 may vary between exam sessions. Question 1 worth 80 marks, questions 2 and 3 worth between 35 and 45 marks. Pass mark is around 55%.

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