Benefits & Tax Credits – An Essential Guide
This is a two day course covering everything Money Advisers need to know about Benefits and Tax Credits.
Course Overview
The aim of this course is 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.
By the end of the course 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 means tested and non-means tested benefits, and contribution based and non-contribution based benefits.
- Gain an awareness of how and when different benefits and tax credits can be claimed.
Tutor: Jeff Brown, Level: Caseworker / Specialist
