Tax & Administration of Estates - Finding Solutions to Difficult Problems

Introduction

This full day course for private client advisors considers in detail the various tax issues that arise during the course of the administration of an estate and how to report and deal with them with examples to assist with learning.

If you are a practitioner advising clients in this complicated area, then this seminar is for you.

What You Will Learn

This course will cover the following:

• IHT on death - what is payable, by whom and when
• How lifetime transfers affect IHT - how taper relief works
• The reliefs and mitigations available for IHT
• More unusual situations - what to look out for
• How a deed of variation can help - and when it should be avoided
• How self-assessment works for an estate
• TRS - when to worry about it
• Income tax during the administration period
• CGT during the administration period