Micro-Credential

Tax and Estate Planning

Modules 1 Modules
Course Cost €1,100
Next Exam May 2026
Register By 30 January 2026

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Summary

The Tax and Estate Planning course provides students with a comprehensive overview of the Irish tax system, including certain international taxation aspects relevant to financial planning. This module equips students with the skills to calculate and project current, deferred, and future tax liabilities, assess applicable tax reliefs, exemptions, and deductions, and understand the impact of tax on financial planning.

Students gain insight into how various financial products are taxed and how this affects a client’s overall financial position. The course also covers strategies for asset preservation and distribution, including the legal, tax, and financial considerations involved. Additionally, students learn to identify and assess the types of taxes that apply to financial products within an estate context, highlighting the importance of tax in financial planning.

Key taxes covered include:

— Income Tax
— Capital Gains Tax
— Capital Acquisitions Tax
— Corporation Tax
— Stamp Duty

Benefit to you

This course will provide students with specialist knowledge and the ability to:

Develop a clear understanding of how different financial products are taxed and their impact on a client’s financial position.

Learn strategies for asset preservation and distribution, incorporating legal, tax, and financial considerations.
Gain expertise in identifying and assessing taxes applicable to financial products within an estate planning context.
Recognise the critical role of tax in comprehensive financial planning to provide tailored client solutions.

This course is for:

This Tax and Estate Planning course is ideal for those working towards their CFP® certification, paraplanners, advisers and those who wish to deepen their understanding of the Irish taxation system and its application to financial planning. It is particularly suited for professionals seeking to enhance their expertise in tax-efficient estate management, asset preservation, and providing informed advice on complex tax matters such as Income Tax, Capital Gains Tax, Capital Acquisitions Tax, and Corporation Tax. The course equips participants with the knowledge to assess and manage current and future tax liabilities within a client’s financial plan.

Delivery and Assessment

This part-time online course consists of a single module, delivered one evening per week over a 12-week period.

Assessment is conducted on a continuous basis through three components: the first and second exams each contribute 25% to the final grade, while the final exam accounts for the remaining 50%.

Fee

€1,000

Award

Upon completion, participants receive a Certificate from ATU Sligo.

CPD

8 Hours Continuous Professional Development (CPD) is awarded on successful completion of this course.

Progression

Those that successfully complete this course will receive a module credit against the Tax and Estate Planning module on the prestigious Postgraduate Diploma in Financial Planning - LIA's gateway to achieving the internationally recognised financial planning designation, Certified Financial Planner™ professional.

Find out more

For more information about this course please contact our education team level9@lia.ie or 01 456 3890

Alternatively, you can register your interest here to receive more information.

How to Register

To register click the link below to complete an application form. Please ensure you meet the entry requirements before enrolling. Your application form will be reviewed to ensure you are eligible to complete this course. Payment will not be required until after you have been accepted to the course.

Learn More about The Postgraduate Diploma in Financial Planning

This module provides a comprehensive overview of the key tax principles and strategies relevant to financial planning within the Irish tax system. Students will gain an understanding of the core taxation areas, including Income Tax, Capital Gains Tax (CGT), Capital Acquisitions Tax (CAT), Corporation Tax, and Stamp Duty, and their impact on financial and estate planning.

Key learning outcomes include:

Income Tax: Understanding core principles such as residence, income categorisation, tax reliefs, exemptions, and the application of tax credits, with a focus on specific reliefs for married couples, civil partners, and other life events.

Capital Gains Tax: Learning how to calculate capital gains, applying relevant allowances and reliefs, and understanding the tax implications of asset disposals, including shares.

Capital Acquisitions Tax (CAT): Gaining insights into the taxation of gifts and inheritances, including the scope of CAT, exemptions, and reliefs, as well as the role of trusts in inheritance tax planning.

Corporation Tax: Examining the tax considerations for companies, including the extraction of funds and the tax treatment of dividends, director salaries, and profit distributions.

Additionally, students will learn how to compile and determine current, deferred, and future tax liabilities as part of the strategic financial planning process. The module also covers tax-efficient strategies for asset preservation, distribution, and estate planning, highlighting the legal, tax, and financial considerations crucial for effective wealth transfer.

Key Dates

There is one intake each year for this course which is in February. Early registration is strongly advised. Click here to find the programme lecture and exam dates.

The deadline for applications is the end of January each year or earlier if the class is at capacity.

Study Supports

We’re committed to providing you with the resources and tools you need to succeed. Your core learning materials include lecture slides, short pieces, suggested readings, and the required reading from the course manual, all designed to support your learning journey.