Benefits and Tax Credits – An Essential Guide
This is a two day course.
Aims and objectives:
To provide an essential guide for busy money advisers to help ensure that clients don’t miss out on money to which they’re entitled through ignorance, misinformation or confusion. It will provide the information toolkit necessary to help maximise income in order to reduce or eliminate arrears. The course is highly interactive with plenty of opportunity for participants to test their existing and new found knowledge. A Plain English, user-friendly handbook is provided along with copies of the most relevant and useful DWP and HM Revenue & Customs leaflets.
Participants will:
- Be able to broadly assess which benefits and tax credits may be available to a particular family or individual according to their circumstances.
- Gain an awareness of the individual benefits and tax credits available and basic qualifying conditions.
- Gain an understanding of the structure of the benefits/ tax credit system, which benefits can be claimed together and how claiming one benefit can sometimes open the door to another.
- Be able to distinguish between meanstested and non-means tested benefits, and contribution based and noncontribution based benefits.
- Gain an awareness of how, when and where different benefits and tax credits can be claimed.
