It seems that many Private Client practitioners find Taxation, well….taxing. For this reason we have added another course to our repertoire “Mastering Tax during the Administration of an Estate”.
This can be delivered as a comprehensive, 5 hour, in-house event at your own premises. Alternatively, for those who prefer to work through the course materials for themselves, the course notes and resources documents minus the valuable case studies can be purchased independently.
and….there is so much new material and information to share, including
- advice on which IHT forms to use
- how to complete them
- how to obtain IHT clearance
- how to finalise income tax and
- what advice to give about CGT disposals
This course is available to book as an in-house event (5 hours) or you can purchase the course notes and resources documents (no case studies included in this package)
Register your interest for each option below:
Not sure if this course is for you/your team? Have a look at what our previous delegates think:
What you can expect from the course
Aim
To enable participants to understand the inheritance tax, income tax & capital gains tax treatment of estates and to understand the importance of observing the deadlines and dates to avoid penalties and what it means to act as an agent for the deceased and the PRs.
Case studies and examples will be provided*
Outcomes
Participants should be able to master the inter-relationship between estate administration and tax
Agenda
- Which IHT form to complete
- How to complete IHT 205
- How to complete IHT 400
- How to complete the SA900
- How to finalise the income tax position
- How to obtain clearance for IHT
- What advice to give about CGT disposals
