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Private client, Wills , Financial management | Online course

WIQS 2021 Update: Estate Administration

1.5 hoursIntermediate

Are you aware of new rules on accelerated payment of CGT? Are you confident in dealing with estates where charities are beneficiaries?

By completing this course you’ll be up to date with best practice in advising on an estate’s liability for income tax and CGT, dealing with accelerated payment of CGT, and the appropriate steps where beneficiaries of an estate include charities.

In short, easy-to-understand modules, you’ll cover everything you need to support your WIQS re-accreditation.

Who this is for

Paralegals, Practice managers, Solicitors.

Learning outcomes

SRA competence: A1  +1 more for SRA competence: A1, A2

After completing this course, you will be able to:

  • Advise appropriately on an estate’s liability for income tax and CGT
  • Deal correctly with cases where the accelerated rules on payment of CGT apply
  • Take appropriate steps where beneficiaries of an estate include charities
What this will cover

This course consists of three modules.

1. An Estate’s Liability for Income Tax and CGT
2. New Rules on Accelerated Payment of CGT
3. Charities as Beneficiaries

How you will learn

Course format
This interactive online training consists of the following elements.

  • An interactive course presentation, with a variety of quizzes and practice scenarios to test understanding of the material
  • Online assessment

Accessibility versions are available upon request by contacting Learning@LawSociety.org.uk.

Assessment
In order to pass the assessment you must achieve a mark of 80%. The assessment can only be taken a maximum of three times before the course must be taken again.

Length
The course will take approximately 1.5 hours to complete, excluding assessment.