CPD Hours Level
Seminar 3 IntroductionInformation
Accreditation Information


Preparing accounts is one of the last tasks in the administration of an estate and its importance is frequently underestimated.

An executor may be asked to account for the intromissions to beneficiaries, to the court or to HMRC, sometimes long after his advisor’s file has been sent to storage. Failing to prepare accounts, or preparing inadequate accounts, could leave an executor open to claims for which he or she could be personally liable (and most will look to recover their costs from the advisor who failed to assist them with this vital task).

As well as looking at the multiple purposes served by executry accounts and what information needs to be included, this brand new half day course will focus on the practical drafting skills required. It will look in detail at an extensive exemplar executry account, which delegates can use as a template or guide in drafting their own executry accounts.

The course is aimed at those who draft executry accounts and those who review and interpret them for clients.

What You Will Learn

This course will cover the following:

  • Asset sales and purchases
  • Adjustments to confirmation values
  • Chargeable events
  • Corporate activities affecting shareholdings
  • Transfers and appointments to beneficiaries and asset sales on behalf of beneficiaries
  • Income received
  • Dividend reinvestments and accumulations
  • Income tax and capital gains tax reporting

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Future dates are coming soon.
Please let us know if you wish to be notified.
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Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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