Level – Intermediate Advanced
This online course will take the practitioner to the next level of estate administration and will, through practical case studies, look at some of the more complex aspects of estate administration including a detailed consideration of inheritance tax.
This course will focus on complex estate administration and will look at:
- Understanding complex assets and obtaining valuations
- Preparing the IHT400 including claiming residence nil rate band, downsizing and the reduced rate for charitable giving
- Complex probate applications (eg. de bonis non, ad collingenda bona, s.116 senior courts act)
- Dealing with post-Grant issues
- Tax during the estate administration
- Accounts and distributions
- Claims against the estate
- Complex Post-death variations
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.