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Course Certificate in Private Client Tax


Private client practitioners, and anyone involved in the administration of estates or the provision of tax and estate planning advice, need a sound grasp of the three main taxes that feature in their day to day work: Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax. We understand that many practitioners, particularly in the early stages of their careers, find the subject daunting and for those who are more ‘wordsmiths’ than ‘number crunchers’, this can really present a struggle.

Presented by John Bunker, Solicitor and Chartered Tax Advisor, this course provides you with a sound grasp of the taxes and how all three interact and should be considered together when advising your clients in an easy to understand manner. Suitable for trainees, newly qualified solicitors, those changing specialisms, accountants, financial advisors or anyone requiring a refresher, this five-hour course promises to be a valuable investment of your time.

A practical course, case studies and worked examples are provided and John’s friendly, interactive style will ensure you leave the course more confident in the application of the taxes. You may even feel you can tackle John’s advanced level ‘Tax Doesn’t Have to Be Taxing’ course!

Topics covered include:

  • IHT including:

    • Principles of taxing estates, aggregable trusts and lifetime gifts
    • Simple calculations
    • Exemptions and reliefs including APR, BPR, Nil Rate Band, Residence Nil Rate Band
    • Grossing up
    • Valuation issues
    • Lifetime exemptions and planning to minimise IHT
    • Online resources from HMRC to help
    • Anti-avoidance rules: Reservation of benefit etc.
    • Key features of taxation of will trusts and lifetime trusts
    • Variation of estates and trusts in two years post death

  • CGT including:

    • An introduction to CGT
    • Lifetime gifts and on death
    • Gains and losses in Estates
    • Hold-over relief: some basics

  • Income Tax including:

    • An introduction to IT
    • Allowances and rates
    • Income of administration period

  • The interaction of the three taxes

    • Self-assessment principles
    • Complex estates and trusts needing to register on the Trust Register

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5 hours


Package Price
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Non Member

(Excluding VAT)


John BunkerDetails



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