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.
Course type
Inheritance tax