Deceased Estates 101


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Get up-to-speed on the key issues every tax agent should know about in the taxation of deceased estates, including:

  • The potential liability of an executor or administrator¬†for any outstanding income tax liabilities of the deceased up to the date of death.
  • How those exposures may be mitigated.
  • The three stages of the administration of a deceased estate, and the related tax liabilities of trustees and beneficiaries over this period.
  • The implications of the automatic CGT rollover relief that applies on assets inherited from the deceased other than for a limited range of exceptions.

Recorded on 11 June 2021
Presented by Mark Morris
1 CPD point