Tax issues arising during the administration of estates
This session looks at some of the difficult tax issues that arise during the administration of an estate.
- IHT issues
- Valuations
- Co-ownership discounts: commercial and residential property
- Loss on Sale relief
- CGT issues
- When is CGT payable?
- Saving CGT by appropriating assets
- CGT and charities
- Income tax issues
- Liability of PRs
- Liability of beneficiaries
- Tax deduction certificates
- Stamp Duty Land Tax
- Is it ever an issue?
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Learning objectives:
- IHT
- CGT
- Income tax
- SDLT
Resources
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Professor Lesley King
Professional Development Consultant • University of Law
Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
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