Course Details

This course is essential for practitioners who are involved in estate planning. It will identify the relief and exemptions available and the pitfalls to avoid.

 

In this session James Bradley covers the following

 

  • A complete refresher on Estate Planning
  • A review of the various CAT relief available.
  • Identify tax planning tools.
  • Identify when estates should be transferred?
  • How to minimise all taxes on estate planning

CPD Course Speaker

James Bradley & Co.

James Bradley

James is a qualified accountant and tax consultant. He is the principle of his own tax consultancy practice in Cork and deals with clients from all economy sectors and provides professional tax advice under all tax heads to his clients. James has been lecturing for the Institute of Chartered Accountants and the Institute of Taxation in Tax for more than ten years and has also set tax exams for both Institutes. James has also been providing continual professional development courses for the Institute of Certified Public Accountants / The Institute of Chartered Accountants and the Institute of Taxation in Tax for 10 years also.