By completing the course modules your staff will be able to:

  • Manage the initial contacts with the relative or friend of the deceased person to gather together important documents
  • Identify and locate assets and liabilities
  • Recognise the key components of a valid will
  • Prepare the Inland Revenue return (IHT205)
  • Draw up appropriate statements of truth and apply for the grant (probate)
  • Pay debts and legacies
  • Manage tax during the administration
  • Be aware of how claims against the estate can arise

11 modules. Guide time to complete the course: 5 hours

Module topics include:

  • Introduction
  • The initial telephone call
  • The first meeting
  • Assets and liabilities
  • Completing an IHT205 form
  • The statement of truth
  • Post-grant
  • Tax during the administration
  • Accounts and distribution
  • Claims against the estate
  • Course summary

Course features

This course maximises the potential of e-learning with a range of interactive exercises which will engage learners and keep their attention:

  • Walkthroughs of key documents
  • Videos
  • Drag and drop exercises
  • Flipcards
  • Flowcharts
  • Sorting activities
  • Model answers
  • Calculations
  • Scenario-based quizzes
  • End of course quiz
  • Certificate of completion which can be added to a personal development record
Rebecca Sharp

Rebecca Sharp

Details and courses

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