Course contents

This course is designed for accountants involved higher-level IHT & trust planning and compliance. The course draws its contents from:

    Refresher of current IHT rules
  • Impact of Finance Acts
  • Inheritance Tax planning and the family home
  • Succession planning for the family business
  • Maximising reliefs and exemptions
  • The use of trusts and IHT planning
  • Tax effective Wills and Deeds of Variation
  • Update on the taxation of trusts .

The exact contents are set about 4 weeks before the course and will be posted here when available.

Course type
Inheritance tax