Taxing Issues in Estates - Tricky Problems & Practical Solutions

Introduction

Navigating the tax issues arising during estate administration can be complex, with changing rules creating additional challenges for private client advisers.

This practical virtual classroom seminar will provide a clear guide to the key tax issues that can arise during the administration of an estate, including how to identify, report and deal with them effectively. It will also examine the forthcoming IHT changes affecting pensions from April 2027 and what these reforms mean in practice for estate administration and client advice.

Gain the practical knowledge and confidence to navigate these issues effectively and avoid costly mistakes. Whether you advise on estates regularly or encounter these issues as part of a wider private client practice, this session will help you stay up to date and provide informed, effective advice to clients.

What You Will Learn

This live and interactive session will cover the following:

• IHT on death - what is payable, who is liable and when payment is due
• Pensions on death - key tax considerations and practical issues for personal representatives
• IHT reliefs and exemptions - opportunities for mitigation and planning
• Unusual estate situations - common pitfalls and what practitioners need to look out for
• Self-assessment for estates - understanding when and how it applies
• Trust Registration Service (‘TRS’) - when registration is required and when to take action
• Income tax during estate administration - reporting obligations and practical considerations
• CGT during estate administration - when liabilities arise and how to deal with them

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.