TAX CREDITS
Tax credits – appeals, overpayments and complaints
GDTO0110 16 September 2010 Glasgow
This course aims to help advisers understand how overpayments can arise and how to challenge decisions. It is suitable for experienced advisers as well as those with little experience of tax credits.
The course looks at:
- How to appeal
- Recovery of overpayments, including recent changes regarding single/couple status
- Challenging overpayments
- Making a complaint
- Future changes to the income disregard, as announced in the June 2010 Budget
See also our distance learning course below.
 Level Standard
Tutor Mark Willis
Time 10am - 4pm
SNS 3.5 and 4.3
CPD 5 hours
Welfare Benefits and Tax Credits Handbook
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Tax credits – calculating awards
GDTA0110 18 February 2011 Glasgow
Many factors can affect entitlement to tax credits through the year. This one-day course explains step-by-step how tax credits are calculated and describes how to work out entitlement when a claimant’s circumstances are not straightforward or when they change during the year.
The course covers:
- Step-by-step tax credit calculations
- Calculating tax credits where there are changes in personal circumstances
- Calculations where there are changes in income
- Calculating changes in childcare costs
This course is aimed at those who already have an understanding of tax credits rules. It involves a lot of practical work leading up to some challenging calculations.
Level Experienced
Tutor Alison Gillies
Time 10am - 4pm
SNS 4.3
CPD 5 hours
Welfare Benefits and Tax Credits Handbook
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Tax credits – caselaw and tactics half day
GDTC0110 27 April 2010 Glasgow
This course is aimed at advisers who are experienced in dealing with tax credit claims and disputes. It provides an overview of the main caselaw that has emerged so far. It also looks at ways to make the system work for your clients. The course includes an opportunity for advisers to share experience and ideas.
Among the subjects considered are:
- Decisions of the Upper Tribunal affecting tax credits
- Guidance on recovery of overpayments
- Timing of claims, notifications and backdating
- Tax credits and interaction with other benefits
Level Experienced
Tutor Mark Willis
Time 1pm - 4pm
SNS 4.3
CPD 3 hours
Welfare Benefits and Tax Credits Handbook
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Tax credits – the essentials half day £25
GDTE0110 31 January 2011 Glasgow
Tax credits can provide valuable extra income for families but sometimes people get into difficulties with their claim. This half-day course is for frontline workers who work with families on low incomes, people moving into work or people with children. It aims to equip you to help your clients get the most from tax credits and avoid some of the common pitfalls.
This course will help you:
- Identify extra tax credit entitlement
- Understand how to claim tax credits and what decisions are made
- Understand some of the common pitfalls and how to avoid them
- 'Sign-post' effectively so that clients can get more tax credits help
“All my questions were answered… ..a very worthwhile morning”
Level Basic
Tutor Mark Willis
Time 1pm - 4pm
SNS 4.3
CPD 3 hours
Book this course at the special price of £25 per person.
Book this course in-house for the special price of £150 in total for up to 20 people at your workplace or a venue which suits you.
Welfare Benefits and Tax Credits Handbook
Sign up to the tax credits e-bulletin. We will not pass your details to anyone outside CPAG, and you can unsubscribe at any time.
Tax credits – overpayments and challenging decisions
DISTANCE LEARNING
GHA0110 27 September 2010 for eight weeks
With distance learning you can undertake our expert training in a way that gives you the flexibility to learn at your own pace and at a time and location that suits you. The course lasts eight weeks and is made up of modules covering:
- Understanding tax credit award notices
- Tax credit decision-making
- Challenging recovery of overpayments
- Challenging other tax credit decisions
This course is aimed at advisers in Scotland who have a working knowledge of tax credits and who want a better understanding of how to deal with overpayments and challenge decisions. There is coursework for you to complete which is then assessed. You will be fully supported by our experienced tutor who will be available to give you one-to-one support during the course. A certificate will be awarded at the end to all those who have successfully completed all modules.
“Course materials were very good, well designed and clear to read”
”Excellent method for those of us who are unable to travel for courses”
Level Experienced
Tutor Mark Willis
SNS 3.5
The cost of this distance learning course is the same as a two-day course.
What is distance learning?
It is a correspondence course where you do not attend a training venue in person. Instead, you learn in your own home or workplace at your own pace, using printed training modules that we send out. There is a course tutor who can offer support and advice. They can be contacted by email, phone or post, whichever is your preference.
How are the modules assessed?
In each module you are expected to read, study and consider information. There are also exercises and course work to do. When you complete a module, you submit the course work to the tutor who assesses it and returns it with feedback.
How many hours/days a week would I have to spend on it?
There are a number of modules to complete over a set period of time. Each participant works at their own pace during this time. But we recommend that half a day a week is set aside.
What are the timescales and can it be extended?
The course starts in September and is for 8 weeks. You are expected to finish the course within the 8 weeks, while the tutor is available. We will provide a timetable with deadlines for each module to help you.
Is the course at the right level for you?
This is an advanced level course aimed at advisers who already have a working knowledge of tax credits. The course deals with the law on decision making, overpayments and appeals. It assumes you are already familiar with the eligibility rules and the tax credits calculation (at least in outline) including entitlement to elements and the income test. If you are not sure if the course is at the right level for you, please call us on 0141 552 3722 or email mwillis@cpagscotland.org.uk
Welfare Benefits and Tax Credits Handbook
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