Tax Credits

This practical course provides an understanding of the tax credits system including how the tax credits calculation will change in April 2016. It enables participants to maximise income through tax credits and helps claimants avoid problems including those caused by overpayments.

Course contains

  • Basic eligibility rules for the Child Tax Credit
  • Basic eligibility rules for the Working Tax Credit
  • Routes to claiming Working Tax Credit
  • The maximum tax credit awards
  • How to work out income for tax credit purposes
  • Understanding the tax credits calculation
  • Income - which year?
  • Completing the form effectively
  • How to manage change in circumstances
  • Claims, payments, delays
  • Challenging decisions
  • Alleviating the effects of the cuts
  • Universal Credit and the transition from tax credits.

Learning outcomes

After attending this course, you will:

  • Know who is eligible for tax credits
  • Understand how tax credit awards are put together and the factors that affect entitlement
  • Know how the maximum tax credit is calculated
  • Understand how income affects tax credits
  • Know who is entitled to help with the cost of childcare
  • Know how overpayments arise and how to help
  • Understand how claims are made, paid and renewed
  • Be able to explain which changes need to be notified and when
  • Be aware of common tax credit problems and possible solutions
  • Have access to advice regarding any course-related question for 12 months after the course.

Suitable for

Anyone working with families with children and/or people (with or without children) who are in low paid or insecure work.

Meet the trainer

David Stickland has been a Shelter trainer since 2003. He has extensive experience as a Citizens Advice and local authority benefits caseworker.

David now combines training with working in frontline advice. He is the lead trainer at the Benefits Training Company and works as an adviser on a busy telephone advice service in London. He runs a large number of Shelter's Housing Benefit and Welfare Benefits courses.

Before becoming a benefits adviser, David worked abroad as an English language teacher where he developed an interactive training style that is engaging, informative and enjoyable.

CPD hours 5