CII J02 - Trusts (UK)

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.