Accounting for Trusts & Estates - A Bite-Sized Introduction for Private Client Practitioners
Are you struggling preparing the accounts of a trust or a deceased estate?
This new bite-sized webinar will help get you up to speed quickly and effectively.
The webinar will provide you with an understanding of why trustees and personal representatives should keep accounts and will 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
- Revaluing investments
- Selling assets and dealing with losses and gains
- Paying capital taxes
- Recording returns from investments
- Preparing the distribution statements for those that are entitled to the trust property
- Preparing the final balance sheet (if appropriate)
This pre-recorded webinar will be streamed at 12:30pm on Tuesday 21st December 2021 and will remain available to view by delegates who have registered by then for 90 days.
at your organisation