Tax issues arising during the administration of estates

Tax issues arising during the administration of estates
Watch with Premium Plan
Watch Trailer

In partnership with

  • 1hr 14m
  • All Levels
  • Released 2nd Aug 2021
  • Professor Lesley King
  • Play Video
  • Play Trailer
  • Share the video
Ask a Question

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?

Have a question? If you have any comments or feedback around this content, please get in touch

Resources:

  • Remember A Charity Strategic Priorities 2019 2021 | Download
  • Remember A Charity Campaign Supporter Scheme | Download
  • Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

  • IHT
  • CGT
  • Income tax
  • SDLT

Resources

Downloads

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.

View Full Profile

Have a question?

Recommended for you

How Can Gifts In Wills Reduce Inheritance Tax
Private Client
In partnership with Remember A Charity
Claims against an estate
Private Client
Varying the Disposition of Estates
Private Client
In partnership with Remember A Charity
Claims against an estate
Private Client
Residential Conveyancing Issues for 2022
Residential Conveyancing
In partnership with Property Law UK
Varying the Disposition of Estates
Private Client
In partnership with Remember A Charity

In partnership with

Sign up - get notified first of new content releases

Social Channels

© 2024 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995