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Member Talk: Distribution of the Estate – Part 1: Tax Considerations

2024-10-01T10:14:00

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Understand the tax considerations when dealing with the distribution of the estate. Speakers share top tips on IHT, capital gains and income tax.

Tax is ongoing, and you need to consider the tax consequences of all actions when dealing with an estate. This session is focused on estates, rather than trusts.

Our speakers share with us top tips for dealing with inheritance tax, capital gains tax and income tax, when administering the estate.

This session was recorded in early October 2024, so the position may change following the autumn budget announcement at the end of October 2024.

 

Speakers include:

  • Chris Claxton Shirley, senior associate in the private client team at Tees, and Private Client Solicitors Section advisory committee member
  • Carl Frost, head of trust and tax at Tees

This video was recorded on 1 October 2024

To view the full recordings of all four videos in this series, log in  or become a Section member today.

 

 

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