Course description
Presented by expert speaker Julie Bell, this virtual classroom seminar for private client advisors will consider the various tax issues that arise during the administration of an estate and how to report and deal with them.
If you are a practitioner advising clients in this complicated area, then this seminar is for you.
Join Julie as she discusses IHT on death, the reliefs and mitigations available for IHT, more unusual situations to look out for, how self-assessment works for an estate, and when to worry about TRS.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new virtual classroom seminar for private client advisors will consider the various tax issues that arise during the administration of an estate and how to report and deal with them.
If you are a practitioner advising clients in this complicated area, then this seminar is for you.
What You Will Learn
This live and interactive session will cover the following:
- IHT on death - what is payable, by whom and when
- The reliefs and mitigations available for IHT
- More unusual situations - what to look out for
- How self-assessment works for an estate
- TRS - when to worry about it
- Income tax during the administration period
- CGT during the administration period
Expenses
MBL Seminars Limited
With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...