This introductory course is designed to give practitioners a foundation in private client taxation covering inheritance tax, income tax and capital gains tax.
For those practitioners who are new or returning to the subject this will give you the confidence to understand the fundamental principles when dealing with estate planning, will preparation and estate administration.
Covering:
- A summary of income tax rules with a focus on estate administration and interest in possession trusts
- Understanding the principals of CGT when making gifts and also in the context of estate administration/trusts
- Considering the fundamentals of IHT when making lifetime gifts and dealing with estate administration introducing simple application of the residence nil rate band
*Multi Delegate Discount Offer for Members*
Pay member rate for 1st delegate, then £99 for 2nd & only £49 for all other delegates (+vat)
Booking total will show full price but invoice will be discounted.
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.
Multi delegate discounts cannot be used in conjunction with the Training Passport