Legal Training and CPD Courses for Lawyers
 Remember Me

Login Forgotten password?

Course Producing Estate Accounts Made Simple: A Workshop

Overview


This practical, half day course is aimed at practitioners who are involved in the day to day administration of estates. It provides guidance in the use of basic accounting techniques and the sources of information necessary in the production of estate accounts. Our speaker will give you the knowledge and understanding you need to prepare estate accounts as well as how to communicate effectively with accountants, executors and beneficiaries.

Topics covered include:

  • Completion of the Estate at Death (Capital 1) Account from data extracted from forms IHT400/IHT205
  • Completion of an analysed cash account sourced from the client ledger
  • Completion of the Estate Capital (Capital 2) Account
  • Amendments and adjustments to the net estate
  • The treatment of Inheritance Tax, Administrative expenses and specific and general legacies
  • Completion of the Estate Income Account
  • The Distribution Statement and Investment Schedule
  • The Balance Sheet

You may also be interested in attending: Producing Trust Accounts Made Simple: A Workshop which takes place at the same venue in the afternoon.

Show all

Details


Type
Course
Level
Foundation
CPD
3 hours
SRA

Fees


£105.00
Package Price
Click here for details

£240.00
Non Member

(Excluding VAT)

Speakers


Mark VickersDetails

Testimonial


The speaker was very knowledgeable about the course topic and made a complex subject enjoyable.

Sara Dalmazzo - Russell Cooke LLP

Brochure


Download

Book

Tue 24 Oct 2017 Book
09:30 | London
Mark Vickers

Wed 25 Apr 2018 Book
09:30 | London
Mark Vickers

Related items


Sponsored by


About membership

CLT membership provides excellent service, great value for money and above all, quality events saving up to 50% of your training costs.

Keep in touch

Follow us on

Linkedin twitter

Help & Support

For help, support and bookings call:
+44 (0)121 362 7705 or visit our support section for FAQs, venue maps and brochures.