WIQS 2024 Update: Estate Administration

In this course, training is given on the following areas of estate administration:  

• how personal representatives (PRs) should deal with threatened claims under the Inheritance (Provision for Family and Dependants) Act 1975  
• income tax and capital gains tax (CGT) issues  
• potential costs problems in relation to the administration of estates  

By the end of this course, you will be able to: 

• advise personal representatives (PRs) on their role when claims are threatened under the Inheritance (Provision for Family and Dependants) Act 1975  
• recognise and deal appropriately with common income tax and capital gains tax (CGT) issues in estates  
• follow good practice where executors and residuary beneficiaries are different people  

Course format 

This online course consists of the following elements: 

• an interactive course presentation, with a variety of knowledge checks and practice scenarios spaced throughout to test understanding of the material as the learner progresses 

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form. 

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.

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment. 

Length 

The course will take approximately 90 minutes to complete, excluding assessment.