1
Type Speaker CPD Hours Level
Webinar
0.5 IntroductionInformation
Accreditation Information
SRA Competency B

Introduction

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)
  • Example

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.

New: Enjoy unlimited 24/7 access to over 1272 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details..

Book now Information

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Webinar | 21.12.2021

Unlimited Viewers | 30mins


Accounting for Trusts & Estates - A Bite-Sized Introduction for Private Client Practitioners

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Dec
21
2021
30mins
Unlimited viewers
at your organisation
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Prices (ex VAT)
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Season
Ticket Information
Standard
Unlimited User Licence
£62.50
£125
£250
New: Enjoy unlimited 24/7 access to over 1272 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

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