Tax Issues during the Administration of Estates [2022]

Webinar Details

Available now

Expires after 90 days

Professor Lesley King

CPD Hours: 1

£35.00

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01332 226601
From our LAW2022 Online W&P Spring package, this 1 hour session presented by Professor Lesley King explains how to identify and deal appropriately with tax issues arising during the administration of an estate.

After obtaining a grant and paying any IHT due, you will normally find that tax issues arise during the administration of estates. It is important to be able to recognise them and deal with them appropriately.

This session looks at

  • IHT issues

- Loss on sale relief.

- Obtaining the reduced rate of IHT.

- When not to elect for reading back on post-death variations.

- Sale of assets on which instalment option has been claimed.

  • Income Tax

- General rules for PRs.

- Special rules for ISAs and interest.

  • CGT

- General rules

- When appropriations can save tax.

- When not to elect for reading back on post-death variations.

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