Level – basic/introduction
This is an introductory course will be of benefit to practitioners who want to understand the process of estate administration from taking instructions to closing your file following the final distribution.
The focus for this course will be non-taxable estates and will consider:
- Taking instruction
- Gathering information
- Applying for the Grant
- Post-grant
- Closing accounts
- Transferring assets
- Income and Capital Gains Tax during the administration
- Accounts and distribution
- Simple Deeds of variation
Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.