- Intermediate/Introductory *6 hours CPD
This course will give an overview of the complete process of handling an estate, including:
- Taking instructions
- Ascertaining details of assets and liabilities
- Preparing the grant application
- Collecting in/selling the assets
- Inheritance Act 1975 claims
- Settling Debts/Liabilities and Insolvent Estates
- Intestacy
- Legacies and payments on account
- Income Tax, CGT and IHT Forms
- Deeds of Variation
- Finalising the Administration
- Estate accounts/costs pointers