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For advice or booking please call +44 (0)121 362 7705
Ideal for trainees, newly qualified solicitors, those changing specialisms or even those more experienced practitioners who would like a refresher, our expert, John Bunker, demystifies the three main taxes for private client practice: Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax.
Knowledge of inheritance tax alone is not enough as the estate planning you undertake for your clients may well impact on their CGT and Income Tax position. This course will help you understand the importance of getting into the habit of considering the taxes together. Practical examples and ample opportunities for questions ensure that this practical course will cover problems encountered in practice and provide solutions.
This course explores:
- Nil Rate Bands: the basics;
- lifetime gifts and aggregable trusts;
- reservation of benefit and POAT;
- Including effective use of appropriations;
- rental income, dividends and savings income;
- income tax in estates – admin period and timing of distributions.
£105.00Package PriceClick here for details
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Engaging speaker, helped to solidify my understanding and expand my knowledge with regard to potential estate planning.Anonymous
Thu 14 Jun 2018
09:30 | London
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