Tax issues arising during the administration of estates

Tax issues arising during the administration of estates
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  • 1hr 14m
  • All Levels
  • Released 2nd Aug 2021
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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

Your CPD Certificate can be found in your Account.

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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