Upcoming events

I will be running a number of events in the first half of of 2024 on behalf of the Insurance Institute of Sussex. These will be via Zoom so are open to anyone whether or not you belong to that institute. Bookings can be made via the local institute website.

https://www.localinstitutes.cii.co.uk/sussex/home

You can also contact the Secretary, Susan Stamp on susan.stamp2@googlemail.com

A summary of the events is as follows:

R06

Because of the nature of this exam, the training days will take place once the case studies are issued. During the day we will discuss and analyse the case studies with the aim of trying to to identify the possible questions that could come up.

The date for the prep day for the January prep exam will be January 16

For the April exam, April 16

AF1

As in previous sessions

Day 1 will focus on the three main taxes and taxation of investments

Day 2 will focus on Trusts, Wills/Intestacy and Substituted Decision Making

Day 3 will be a revision day

Day 1 and 2 will consist of two half days (9.30 to 1pm), Day 3 will be one day

Day 1 November 28/29

Day 2 January 9/10

Day 3 February 1

AF4

This follows the same format as AF1

Day 1 January 23/24

Day 2 February 7/8

Day 3 February 28

AF5

This is a single prep day to analyse the fact find

September 12

AF7

This is a single prep day

February 5