Wills and Probate - A Tax Refresher

This course focuses on the Inheritance Tax issues surrounding the probate process.

Content will include:

  • IHT reporting process
    • Excepted and exempt estates
    • Which forms?
    • Payment and penalties
  • Key concepts and framework
  • The Death Estate
    • IHT valuation
    • Calculation
    • Variations
  • IHT exemptions and reliefs
  • Lifetime gifts and the impact of death
  • Trusts overview
    • What are they?
    • How they could be used?
    • Types
    • Tax implications
CPD Course
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Flexible solutions

We offer a range of solutions to meet your training needs. To discuss your memberships or bespoke packages needs contact us on 0330 058 7141 or email us.

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