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
John Bunker

John Bunker

Details and courses

This course is very thorough and gives a very good overview of the different types of tax, while still giving invaluable details. John Bunker is a brilliant teacher, and explains complex concepts very well.

Course tutor very knowledgeable and friendly. Course content fantastic and helpful.

Excellent course covering a broad area of practice - John was very engaging and enthusiastic throughout.

This course is a great starting point for newly qualified solicitors.

Available dates (2)
Thu 28 Nov 2019 - 10:00AM London Members save up to 50% off training£510
Thu 7 May 2020 - 10:00AM London £510
Purchase course documentation
Course Notes - Certificate in Private Client Tax £79

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