Format
This course will be delivered via Zoom on 25 April 2023 from 9.30am to 1.30pm. The Zoom link will be emailed to participants the day before the course is due to take place.
Who should attend
This course is suitable for accountants, lawyers, wealth management advisors and other business professionals who are involved in wealth management, trusts and tax advice. This course is for participants from both the Republic of Ireland and the United Kingdom.
Course Overview
A Review of the Probate Process: An Accountant's Perspective
Taxes and Tax Procedures Arising in Estate Administration
Estate Clearance Procedures
UK Inheritance Tax Returns and Cross Border Implications
Pension Changes following Finance Act, 2022
Key Learning outcomes
Understand and appreciate the key issues affecting wealth and income protection today with a deep dive into Estate Administration and Clearance Procedures.
Contact us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930