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Course Tax Doesn't Have to be Taxing Part 1: Foundation


Ideal for trainees, newly qualified solicitors, those changing specialisms or even those more experienced practitioners who would like a refresher, our expert, John Bunker, demystifies the three main taxes for private client practice: Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax.

Knowledge of inheritance tax alone is not enough as the estate planning you undertake for your clients may well impact on their CGT and Income Tax position. This course will help you understand the importance of getting into the habit of considering the taxes together. Practical examples and ample opportunities for questions ensure that this practical course will cover problems encountered in practice and provide solutions.

This course explores:

  • IHT on death: calculation, exemptions and reliefs,

    - Nil Rate Bands: the basics;

    - lifetime gifts and aggregable trusts;

    - reservation of benefit and POAT;

  • CGT on lifetime gifts and on death
  • Trust taxation: the basics of lifetime trusts and will trusts
  • IHT valuation issues –land and other assets
  • IHT and CGT issues on gains and losses in estates,

    - Including effective use of appropriations;

  • Deeds of variation: basic tax issues
  • Income Tax basics including allowances and rates,

    - rental income, dividends and savings income;

    - income tax in estates – admin period and timing of distributions.

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3 hours


Package Price
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Non Member

(Excluding VAT)


John BunkerDetails


Engaging speaker, helped to solidify my understanding and expand my knowledge with regard to potential estate planning.



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