Provide Inheritance Tax calculations for Susan Collins, Peter Dawson and Jill Dawson
Time Guide : 35 Hours
Word/page limit : Document 1 Briefing note: Four sides of A4, no less than 11-point font
with margins no smaller than 2.5 cm.
Document 2 Annotated spreadsheets outlining key inheritance tax calculations: Six sides of A4, no less than 11 point font with margins no smaller than 2.5 cm.
You should include a separate reference list which does not fall within the page limit at the end of Document 1.
File Size Limit : 20 MB
File Type : .pdf
Module Outcomes Assessed:
Please see separate case study relating to the Dawson Park Estate family and assets.
(ii) Any drawbacks to those actions (tax or otherwise)
Two documents should be uploaded:
Document 1 – A briefing note for the senior partner of your firm. This should comprise no more than four sides of A4, no less than 11-point font with margins no smaller than 2.5 cm, .pdf format.
The document should also include a reference list, which does not fall within the page limit.
Document 2 – Tax calculations carried out on a spreadsheet and copied into a Word document that you then save as a .pdf document to upload. Again, the font used to present these must be at least 11pt and the margins at least 2.5cm. Calculations should be presented in tables with annotation.
References should be used where appropriate within both the briefing note, the annotated calculations and the review of developments.