Half Day (3 CPD Hours)
Introduction
Many accountants and practitioners are now working with their clients and other professionals in the area of probate. The course is structured around the basic principle that accountants and practitioners cannot perform work in relation to "reserved legal services" but can perform all the other work such as preparing the accounts for the estate, the IHT returns etc.
This course is a great introduction and overview for individuals needed more understanding in the process of dealing with an estate and probate.
The course will provide a structure that is necessary to deal with this type of work and will help to advance their knowledge of the practical steps involved.
Delegates will have a good grasp of the basic principles needed to deal with probate work and will develop an awareness of the issues that arise when dealing with an estate
The course in detail
This course will cover
- Introduction and setting the structure for dealing
with the estate and probate
- The application for a grant of probate
- Dealing with the assets and liabilities
- The IHT400 inheritance tax return
- Estate Accounts
- Obtaining the grant of probate
- Making distributions and paying any tax liabilities
- Finalising the estate
What are the benefits of attending?
What you will gain
- A good grasp of the basic principles needed to deal with probate work.
- A structure that is necessary to deal with this type of work, from start to finish.
- An awareness of other issues that arise when dealing with an estate.
Who should attend?
All accountants in practice who wish to gain more understanding in the process of dealing with an estate and probate.
The course will also appeal to those who would like to add to their advisory knowledge while providing their services to clients.
It will also be a good insight for those who wish to embark on this work as an additional service to provide to their clients.
List of events
|
Date |
Time |
Location |
Speaker |
Code |
Options |
| 05 Oct 2010 |
14:00-17:15 |
Cambridge |
Amanda Fisher |
10SC-CA12 |
book
|
details |
| 02 Nov 2010 |
14:00-17:15 |
Salisbury |
Amanda Fisher |
10SC-SA13 |
book
|
details |
| 15 Nov 2010 |
9:30 -12:45 |
London - Central a.m. |
Amanda Fisher |
10SC-LCA13 |
book
|
details |
| 15 Nov 2010 |
14:00-17:15 |
London - Central p.m. |
Amanda Fisher |
10SC-LCP13 |
book
|
details |
| 22 Nov 2010 |
14:00-17:15 |
West Midlands |
Amanda Fisher |
10SC-WM14 |
book
|
details |
| 01 Dec 2010 |
14:00-17:15 |
Yorkshire |
Amanda Fisher |
10SC-LE15 |
book
|
details |
| 07 Dec 2010 |
14:00-17:15 |
Merseyside |
Amanda Fisher |
10SC-ME16 |
book
|
details |