About this episode

This episode explores the key capital gains tax rules for deceased estates and their implications for estate planning advisers.

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime ; the 2026 Budget the latest piece of supporting evidence. The capital gains tax ( CGT ) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space. This webinar will explore the key rules advisers must consider with deceased estates including: How the CGT cost base rules work What occurs in relation to losses The impact of various forms of testamentary trusts Key issues to be aware of with non-resident assets or non-resident beneficiaries Leading Tax Office statements and cases And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider in this area. For access to more webinars and resources join one (or all) of the View Communities . Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about…

People in this episode

Host: View Legal

Topics covered

• capital gains tax
• deceased estates
• estate planning
• testamentary trusts
• non-resident assets
• tax implications

Keywords

• CGT
• deceased estates
• testamentary trusts
• tax rules
• estate planning
• non-resident beneficiaries
• losses

Mentioned in this episode

Books & works: Techniview, Adviewser

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