Accounting for Trusts & Estates - A 30 Minute Introduction for Private Client Practitioners

Introduction

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

This short 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 short 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 capital taxes - the implications of the Autumn Budget
• 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 Monday 28th July 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.