Course description
Presented by Peter McGeown, a solicitor who specialises in inheritance tax and estate planning, this webinar will look at the primary inheritance tax issues arising for probate practitioners during the administration of an estate. Peter will also provide a review of particularly important traps for the unwary to be avoided.
Topics to be covered include the key ‘rules’ of inheritance tax, the effect of lifetime gifts, liability for inheritance tax, post death variations, and more.
The webinar is also suitable for junior accountants.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This webinar will look at the primary inheritance tax issues arising for probate practitioners during the administration of an estate.
It will include a review of particularly important traps for the unwary to be avoided.
The webinar is also suitable for junior accountants.
What You Will Learn
This webinar will cover the following:
- The key ‘rules’ of inheritance tax
- The effect of lifetime gifts
- The liability for inheritance tax - who pays?
- Responsibilities of executors/administrators
- Assets which are exempt or partially exempt on death including the effect of business property relief and agricultural property relief
- The treatment of trusts in calculating inheritance tax liabilities on death
- Post death variations
- HMRC investigations
- Obtaining inheritance tax clearance
Expenses
MBL Seminars Limited
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