Taxing Issues in Estates - Tricky Problems & Practical Solutions

Taxing Issues in Estates - Tricky Problems & Practical Solutions


4 Sep 2024

2:00 PM ‐ 3:30 PM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Intermediate: Requires some prior subject knowledge
1.5 hours
Group bookings
email us to discuss discounts for 5+ delegates


This new virtual classroom seminar for private client advisors will consider the various tax issues that arise during the administration of an estate and how to report and deal with them.

If you are a practitioner advising clients in this complicated area, then this seminar is for you.

What You Will Learn

This live and interactive session will cover the following:

  • IHT on death - what is payable, by whom and when
  • The reliefs and mitigations available for IHT
  • More unusual situations - what to look out for
  • How self-assessment works for an estate
  • TRS - when to worry about it
  • Income tax during the administration period
  • CGT during the administration period

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.