Administration of Estates - A Problem Solving Workshop

Administration of Estates - A Problem Solving Workshop
12 Sep 2024 - London


12 Sep 2024

10:00 AM ‐ 4:30 PM

With a SmartPlan £486

With a Season Ticket £540

Standard price £720

All prices exclude VAT
Intermediate: Requires some prior subject knowledge
5 hours
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Group bookings
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Most private client practitioners are aware of the basics for administering an estate - for example, how to apply for probate and how to collect in assets.

However, in complex administrations there are far more considerations to take into account.

This full day in-person seminar is designed not to simply ‘run through’ the rules, but will provide case studies and walk-through calculations to assist you in administering those estates where things are not as straightforward!

What You Will Learn

This course will cover the following:

  • The application of the nil rate band and residence nil rate band
  • Exemptions
  • Business property relief and agricultural property relief
  • Gifts out of income and allowable gifts
  • Calculating quick succession relief
  • Exemptions for armed forces - section 154
  • Potentially exempt transfers and chargeable lifetime transfers
  • Applying the backwards shadow and taper relief
  • Applying the rules - grossing up an lifetime transfers
  • Gifts with reservation of benefit
  • Pre-owned asset tax - the calculation
  • Calculating income tax and capital gains tax
  • When to fill in a return
  • Trust registration service and administration of estates
  • Paying tax and clearance