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Course Tax Doesn't Have to be Taxing Part 2: Intermediate/Advanced


A course that can either build upon Part 1, or stand alone for those wanting to get straight into the tax planning side. This addresses key issues around IHT and CGT planning in relation to mainstream private client work, including issues arising in estates and trusts. It also picks up some key points around the new SDLT charge, from April 2016, and some planning tips that may help you advise clients, especially those inheriting residential properties or holding interests in trusts.

  • IHT Residence Nil Rate Band (RNRB) basics including downsizing relief;

    - Planning to mitigate loss of RNRB for estates over £2m

  • IHT Nil Rate Band Discretionary Trusts: exploring when and how to use NRB D/T’s,

    - as they make a “comeback” due to RNRB;

  • Transferable Nil Rate Band and the interaction with using the Nil Rate Band;
  • Lower rate (36%) of IHT if 10% of net estate to charity,

    - Understanding the component parts and merger of components

  • Deeds of Variation: planning issues around variations,

    - including use of the Nil Rate Band & NRB D/T’s and the 36% rate,

    - and rearranging trusts within 2 years of death s. 144;

  • SDLT: the new 3% higher rate for additional properties & how it works,

    - Planning issues, especially with estates (properties inherited) and trusts;

  • Pensions death benefits: the tax rules that apply from 6 April 2016, and

    - Planning issues arising alongside drafting wills and estate administration.

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3 hours


Package Price
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Non Member

(Excluding VAT)


John BunkerDetails


This was a brilliant and comprehensive overview,

Sophie Cisler


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