CII J02 - Trusts (UK)
Master the structure, taxation, and legal principles of trusts for the latest syllabus.
Updated for 2026. 100% matching with the latest official workbook revisions.
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CII Course Overview
Master the structure, taxation, and legal principles of trusts for the latest syllabus.
Exam Format & Details
| Questions | 15 Multiple Choice |
| Duration | 120 Minutes |
| Pass Mark | 55% |
Exams Academy vs. Traditional Training
| Feature | Exams Academy | Traditional Providers |
|---|---|---|
| Access Period | Lifetime Access | 30 - 90 Days |
| Practice Exams | Unlimited Retakes | 1 - 2 Static Mocks |
| Study Support | Instant 24/7 AI Tutor | Email Support |
| Cost | $189 (One-Time) | $300+ (Recurring) |
Syllabus
Module 1: Introduction to Trusts and Trust Law
Comprehensive coverage of Introduction to Trusts and Trust Law.
- • Relevant topics
- • Key concepts
Module 2: Trustees — Appointment, Duties and Powers
Comprehensive coverage of Trustees — Appointment, Duties and Powers.
- • Relevant topics
- • Key concepts
Module 3: Income Tax and Trusts
Comprehensive coverage of Income Tax and Trusts.
- • Relevant topics
- • Key concepts
Module 4: Capital Gains Tax and Trusts
Comprehensive coverage of Capital Gains Tax and Trusts.
- • Relevant topics
- • Key concepts
Module 5: Inheritance Tax and Trusts
Comprehensive coverage of Inheritance Tax and Trusts.
- • Relevant topics
- • Key concepts
Module 6: Trust Administration and Accounting
Comprehensive coverage of Trust Administration and Accounting.
- • Relevant topics
- • Key concepts
Module 7: Anti-Avoidance and Practical Planning
Comprehensive coverage of Anti-Avoidance and Practical Planning.
- • Relevant topics
- • Key concepts
Module 8: Vulnerable Persons and Disabled Trusts
Comprehensive coverage of Vulnerable Persons and Disabled Trusts.
- • Relevant topics
- • Key concepts
Who Is This For?
Frequently Asked Questions
J02 (Trusts) is a written exam with short-answer and essay-style questions. You have 3 hours with an additional 15 minutes reading time. The pass mark is 65%. Our mock exams replicate this format precisely.
J02 is designed for financial advisers, solicitors, and tax professionals who advise on trust structures. It's essential for anyone involved in estate planning, IHT mitigation, or trust administration.
J02 covers the creation and taxation of trusts including bare trusts, interest in possession trusts, discretionary trusts, IHT entry/periodic/exit charges, income tax and CGT on trusts, trust administration, and anti-avoidance legislation.
J02 is widely considered one of the more challenging CII Advanced Diploma exams due to the complexity of trust taxation rules. The written format requires detailed knowledge of tax calculations and rates — our flashcards and cheat sheets specifically target these.
All content is created from the official CII workbooks and compiled with input from estate planning professionals and trust specialists who have passed J02. Their practical experience and exam insights are combined into a focused revision system.
We do not guarantee a pass — success requires studying the official CII workbook alongside our materials. However, our recall-based learning approach is proven to improve retention, especially for the complex tax calculations that J02 demands.
You get lifetime access from the moment of purchase. Study at your own pace with no time limits or recurring fees.
Yes — CII recommends candidates read the official workbook. Our course distils the most exam-relevant content into flashcards, cheat sheets, and mock exams, but the workbook provides the full depth required for written answers.
Yes! You can test your knowledge and see our AI tutor in action with our free CII J02 - Trusts Sample Paper.
CII J02 - Trusts
Course Features
Student Reviews
From finance professionals who prepared and passed their CISI exams.
Recent Reviews
Protectors and trustees explained
Finally get what protectors do!! Letter of wishes and trustee powers are usually so confusing but not here. It finally clicked.
Thanks for sharing your experience! We'll keep improving the platform based on feedback like yours.
Trust creation
The three certainties and trust law basics are explained so well here. Good for getting the foundation right before moving to the harder stuff.
Trust planning clicks
GAAR and POAT are actually readable here. I used to dread trust planning but it finally makes sense now. Pass marks achieved!
Perfect for J02
J02 is super broad but these notes make it concise and easy to digest. Specifically the bits on tax treatments of different trusts... That always comes up in the paper.
Passed with 76%!
Tax planning is complex but the trust diagrams here helped a ton really. Helped me visualize where the tax hits for different set ups. Pass with 76%!
Hi Nneka, thanks for the candid review. We take this seriously and have been making updates based on feedback like yours.
Trustee Act simplified
Investment powers and the Trustee Act 2000 stuff is dry but explained very clearly here. Finally passed my J02 exam on 2nd attempt.
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