Course outline:
This course will familiarise participants with the tax compliance and procedures required when dealing with a deceased person for income tax and capital gains tax.
The session considers the tax position in the period to date of death and during the administration of the estate.
A case study will be made available for further consolidation of learning points.
CPD Hours: 3
Course details:
The course will include:
- Treatment of income in tax year of death and reporting
- Treatment of capital gains in tax year of death
- Taxation of income in the estate administration period
- Valuation for CGT and taxation of gains in the estate administration period
- Expenses during the administration period
- Distributions to beneficiaries
- Administration and forms
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