Retirement Planning - Tax on death online course
The purpose of this course is to equip the financial planner with the background theory, as well as a step-by-step practical approach to calculating the tax liability resulting from lump-sum payments from retirement funds (or as a result of previous membership of retirement funds) on the death of a member. The theory and approach are supported with practical examples, as well as activities for completion by the planner.
Once you have successfully completed this course, you will be able to:
- Calculate the tax liability in respect of retirement fund lump-sum death benefits in any scenario.
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