Gary is the first member of the MM Wealth team to achieve this qualification and will help us further with work we are doing with our clients' and professional connections,
MM Wealth's financial planners provide professional guidance and advice at every stage of the process of planning and administering clients' assets, helping to identify potential issues as early as possible.
The STEP Advanced Certificate in Administration and Taxation of Trusts and Estates’ course covers:
- Income tax in the period to the date of death and during the administration of an estate
- Income tax rules applicable to trusts
- Capital Gains Tax (CGT) in the period to the date of death and in the administration of the estate
- Capital Gains Tax (CGT): rules applicable to the administration of trusts
- Capital Gains Tax (CGT): the family home
- Inheritance tax on lifetime transfers, Agricultural Property Relief and business property
- Inheritance tax - Agricultural Property Relief and Business Property Relief
- The charge to inheritance tax (IHT) on death: exempt transfers and the burden of tax on beneficiaries
- The use of disclaimers and deeds of variation in relation to inheritance tax (IHT)
- The regime for taxing trusts
- Self-assessment: practice and procedure
- The foreign element: residence and domicile
- The administration of capital taxation and penalties
