How To Report A Complex Estate To HMRC - Webinar Recording

£40.00 + VAT

This is an online video recording of our webinar from 7th July 2021

Webinar Presented by: Gill Steel, Owner/Director, LawSkills Ltd
Premier trainer in Wills, Probate, Trusts, Tax & Elderly Client

1 hour – SRA Statement of Competence A2, B1, B7, C1-C3, D1 & D2

Aim:

During the administration of an estate the practitioner must consider whether the estate is a complex estate for income tax and capital gains tax purposes. Depending on the outcome the practitioner may have to register the estate on the Trust Registration Service (TRS) and complete the SA900. This webinar will consider the reporting requirements when the estate is determined to be complex.

Outcome:

Participants will be able to:

  • Ascertain whether the estate is complex
  • Register the complex estate on the TRS
  • Complete the SA 900

Agenda:

  • What makes an estate complex for tax purposes?
  • Registration on the TRS
    • When?
    • How?
    • CGT considerations
  • Income tax and the SA900

Sponsor

tower street financeThis webinar is sponsored by Tower Street Finance, an inheritance lending specialist that offers accessible financial products for inheritance beneficiaries, executors of estates and administrators.