The ABC of Accounting for Trusts & Estates for Private Client Practitioners - In One Hour

Introduction

Are you struggling preparing the accounts of a trust or a deceased estate?

This webinar will help get you up to speed quickly and effectively. It will provide you with an understanding of why trustees and personal representatives should keep accounts and cover the key principles of trust and estate accounting.

You will also be given a practical example showing the double entries and statements involved at every stage.

What You Will Learn

This webinar will cover the following:

• Basic concepts - the importance of the will and trust deed
• Revaluing investments - the key of probate valuation
• Selling assets and dealing with losses and gains
• Paying the IHT
• Recording returns from investments
• Preparing the distribution statements for those that are entitled to the trust and estate property
• Preparing the final balance sheet (if appropriate)
• The chattels reconciliation

This pre-recorded webinar will be available to view from Friday 13th November 2026

Alternatively, you can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.