Pop-up training course
with Gill Steel

–>COURSE FULLY BOOKED<–

Date: 18 July 2018
Venue: Anthony Collins Solicitors, Birmingham
Price: £250 + VAT per person

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

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

Booking a place on this course is easy

STEP ONE: Download the course application form  |  STEP TWO: Complete your details  |  STEP THREE: Email form to sue.sheppard@lawskills.co.uk

NOTE: your place is not confirmed until payment has been received

Any queries, please call 01962 776442

This course will boost your confidence when finalising the tax position of a deceased person and their estate on death

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Gill Steel’s training courses are renowned for their clear, practical and concise delivery complimenting comprehensive course materials.

See Gill Steel Biography and Private Client Law blog.

Here's a selection of our delegates' feedback

  • The lecture was well received by all who attended, there was so much to take in, but Gill, as always, presented it in a way which makes it easier to grasp.  Her notes are also most comprehensive and helpful.

    Chris Howard on behalf of STEP Suffolk & North Essex
  • Your course has really assisted my general understanding of trust’s and tax and provided me with a solid foundation to build upon. The notes you prepared have provided an excellent source of reference and your diagrams aided my understanding of a difficult subject to get my head around.  The ability to ask questions as they came up really help me learn as well.

    Stephanie Greaves (Trust taxation delegate) Robert Barber & Co
  • The well structured course notes, using a chronological timeline which brings in the relevant law and procedure at the appropriate time.  The notes should be a valuable ongoing companion and reference point too.  I felt the course was excellent.

    Dennis Phillips (Wills & Probate delegate) Mayo Wynne Baxter
  • As to quality versus quantity of CPD this is a bugbear since it becomes difficult for the seasoned practitioner to find enticing courses to go to.  Lawskills' ones are always terrific though!!!

    Peter Cox
  • Gill was a very interesting and eloquent speaker and easy to understand

    Serena Welch Delegate from Pearson Hards LLP
  • It was all very useful as it gave me an insight into Mental Capacity & Care Acts.  It gave me enough information to enable me to do my job better

    Tracy Roseblade Delegate from Mogers Drewett LLP
  • Gill was a delight to work with.  She has a thorough knowledge of her subject matter but explained it in a way which was easy to understand (even the dreaded tax element).  Gill also enjoys her subject matter which was reflected in a positive learning experience.  Highly recommend the course.  The course has given me the confidence to move forward to retrain in a new area of law.

    Tracey Watson Wills, Probate & E&V Delegate
  • The course was excellent value for money when compared to the costs of other courses available, the overall course content, written materials provided, and the personal way in which the course was delivered, as opposed to large groups in a conference room.

    Hayley Lowis Wills, Probate & E&V Delegate
  • The feedback from the team was very positive and I thought the training was excllent.  They all enjoyed the way in which the training was presented and found the day very informative.  I would certainly use LawSkills again.

    Nadine Jayes Director, Moore Stephens LLP
  • Congratulations on your tour de force presentations yesterday! I was very pleased to hear you in action again and never fail to admire your ability to explain complicated issues so clearly and with such stamina.  

    Michael Orton-Jones Notary Public and Solicitor