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!
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.
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Course Notes - Certificate in Private Client Tax
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