Estate Administration Application

Course 4 of 4 in Lifetime Planning

The LEAP Estate Administration Application lets you record assets, debts and nil rate band information to produce and submit IHT forms.

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Curriculum

  • About the Deceased
  • Creating a new card for a Beneficiary
  • Creating a Card for Financial Institutions
  • Adding Assets
  • Adding Debts
  • Nil Rate Band
  • Calculations
  • Creating Submission Forms

Curriculum

  • About the Deceased
  • Creating a new card for a Beneficiary
  • Creating a Card for Financial Institutions
  • Adding Assets
  • Adding Debts
  • Nil Rate Band
  • Calculations
  • Creating Submission Forms