Benefits and Tax Credits for Money Advisers
Aims and objectives:
To provide participants with an overview / reminder of how benefits and tax credits can maximise client's income and an update on recent developments.
Objectives, participants will:
- Be able to distinguish between means-tested and non means tested benefits and gain an awareness of the individual benefits and tax credits available and the qualifying conditions and broadly assess which benefits and tax credits may be available to a particular individual or family according to their circumstances.
- Gain a working knowledge of the qualifying rules and 'means-testing' principles for Income Support, Income based Jobseeker's Allowance, Pension Credit, Working Tax Credit, Council Tax Benefit and Housing Benefit as well as gaining an awareness of the qualifying conditions for Disability Living Allowance, Attendance Allowance, Statutory Sick Pay and Incapacity Benefit.
- Gain an awareness of further sources of help and advice
- An awareness of recent benefits / tax credits developments
Trainer: Jeff Brown