Course description
The digital revolution has happened with many clients having online assets and digital pathways in addition to traditional assets.
This virtual classroom seminar with experienced barrister and wills & probate specialist James Normington will focus on the changes you need to understand to keep pace with the ‘digital’ aspects of private client work.
Find out what digital, quasi-digital assets and digital pathways are, how to identify cryptocurrencies, and what needs to be included in an estate and what is excludable. The value of digital assets will also be explored, along with strategies and approaches to non-financial digital assets, and issues of taxation in relation to both CGT and IHT in light of HMRC updated guidance on crypto assets.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The digital revolution has happened with many clients having online assets and digital pathways in addition to traditional assets.
This new virtual classroom seminar will focus on the changes you need to understand to keep pace with the ‘digital’ aspects of private client work.
What You Will Learn
This live and interactive session will cover the following:
- What are digital, quasi-digital assets and digital pathways?
- Cryptocurrencies - what they are, how to identify them and how they relate to your practice
- Addressing the duty to investigate:
- Where and how to locate digital assets, quasi-digital assets and find the digital pathways
- What needs to be included in an estate and is excludable?
- What is the value of digital assets?
- Strategies and approaches to non-financial digital assets
- Issues of taxation in relation to both CGT and IHT in light of HMRC updated guidance on crypto assets
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...