IHT Forms & How to Complete Them - In One Hour

Introduction

Inheritance tax relies on self-assessment by the taxpayer and there are a myriad of forms that need to be considered.

This webinar will look at some of the 40 different forms that need to be used to report to HMRC in relation to inheritance tax and is suitable for private client practitioners who want to be confident when completing these forms.

It is suitable for those who provide advice to trustees, settlors and executors on private client matters.

What You Will Learn

This webinar will cover the following:

• What happens when incomplete information is available?
• What happens when beneficiaries will not assist?
• Penalty system for incorrect information
• Valuation issues
• How to deal with tricky areas

This webinar was recorded on 23rd April 2024