Course description
The process of administering an estate can be fraught with pitfalls.
Presented by expert speaker Julie Bell, this introductory level webinar will look at some of the key issues in this area, including tax, family disputes, and Inheritance Act claims.
Julie is a private client expert dealing in all aspects of private client law, including wills, inheritance tax planning, and trust creation and administration. Be sure to tune in to benefit from her expertise in this topic.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The process of administering an estate can be fraught with pitfalls.
This introductory level webinar will look at some of the key issues including tax, family disputes and Inheritance Act claims.
What You Will Learn
This webinar will cover the following:
- Ascertaining assets, beneficiaries and locating a will
- The process of applying for probate - inheritance tax
- What happens when you obtain a grant - Trustee Act Notices, collecting in assets and paying debts
- Tax - income and capital gains tax and pitfalls
- Completing administration
- Disputes
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...