TAX CREDITS COURSES

Tax credits – the basics

This course is available on an in-house basis. Contact the training department for more details.

Child tax credit and working tax credit

LDCT0112       10.00am – 4.30pm      13 November 2012

Working tax credit supports low-waged workers. Child tax credit is part of the basic package of financial support for children. Advisers need to be equipped to advise on entitlement and know what to do when things go wrong. This course provides a detailed introduction, looking at who can get tax credits and how much, as well as considering the annual assessment. It is suitable for advisers who have limited or no experience of tax credits. The course covers:

• who is eligible for tax credits;
• how tax credits are calculated;
• assessment of income;
• claiming and getting paid;
• an overview of decision making and challenging decisions.

This course will also look at the impact of universal credit on tax credits

Level Standard
Tutors Michele Büyükertaş
CPD hours 5
NOS LA49

“Enjoyable course, the day went very quickly!”

CPAG Publication

Welfare Benefits and Tax Credits Handbook

Email list

Sign up for our tax credits e-bulletin. Please note, we will not pass your details to anyone outside CPAG, and you can unsubscribe from the e-bulletin at any time.

Tax credits problems

LDTC0112       10.00am – 4.30pm        24 May 2012

This one day course concentrates on problem areas relating to both overpayments, and appeals.

The course will cover the following areas in relation to overpayments:

• in brief, how overpayments arise, legal authority for recovery, discretionary powers of recovery;
• avoiding overpayments;
• technical overpayments;
• methods of recovery – deductions and repayment direct;
• challenging recovery – disputes and the code of practice;
• reducing the amount to be recovered;
• the importance of award notices;
• how the responsibilities test works in practice;

and will look at the following appeals issues:

• what decisions can be appealed
• appeal process – problems including communication, getting appeals accepted, delays;
• appeal hearings: evidence issues and submissions by HMRC
• settlements
• problems post appeal hearing.

This course will also look at the impact of universal credit on tax credits

Level Experienced
Tutor Steve Johnson
CPD hours 5
NOS LA50  

“Very useful and informative, I feel enthused to shake off the apathy about tax credit problems”

CPAG Publication

Welfare Benefits and Tax Credits Handbook

Email list

Sign up for our tax credits e-bulletin. Please note, we will not pass your details to anyone outside CPAG, and you can unsubscribe from the e-bulletin at any time.

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