Probate and IHT - A Tax Refresher

This course focuses on the Inheritance Tax issues arising during the probate process.  

Content will include:

IHT reporting process  

  • Overview   
  • Excepted estate identification and reporting   
  • Other administration changes or reminders  
  • Correcting errors  

Domicile matters   

The impact of lifetime gifts including   

  • Gift with reservation  
  • Normal expenditure   

A focus on selected reliefs   

  • Residence Nil Rate Band  
  • Business property Relief pitfalls and challenges 
  • Post Mortem Reliefs  

Variations and Disclaimers 

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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