Type Speaker CPD Hours Level
2 IntroductionInformation
Accreditation Information


Almost all private client work has tax implications for a client, and it is important for you to have a good grasp of the main taxes that affect the work you carry out.

This new virtual classroom seminar will cover all the basics of inheritance tax and capital gains tax for the following types of work:

  • Wills
  • Estate Administration
  • Trusts

What You Will Learn

This live and interactive session will cover the following:

  • Will Drafting - the IHT and CGT implications of the use of various trusts including:
    • 18-25 trust
    • Bereaved minor’s trust
    • Trust for a disabled person
    • Discretionary trust
    • Immediate post death interest trust
  • Estate Administration - a look at the various exemptions and reliefs available including:
    • The nil rate band and transferable nil rate band
    • The residence nil rate band and transferable residence nil rate band
    • Spouse exemption
    • Charity exemption
    • Business property relief
    • Capital gains tax aspects of estate administration
  • Lifetime Trusts - the IHT and CGT implications of setting up, administering and winding up different trusts including:
    • Discretionary trusts
    • Former A&M trusts
    • Pre 2006 liferent trusts
    • Trust for a disabled person
    • Bare trusts

Book now

Future dates are coming soon.
Please let us know if you wish to be notified.
Prices (ex VAT)
Plan Information
Ticket Information
Individual licence
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

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