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Course Producing Trust Accounts Made Simple: A Workshop

Overview


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

Topics covered on this course include:

  • Components of a Trust Balance Sheet
  • Revaluation of Trust investments
  • Realization of Trust investments
  • The updating of the analysed cash account sourced from bank transactions
  • Updating the Trust Capital Account
  • Updating the Trust Income Account
  • The treatment of administrative expenses
  • The Distribution Statement and the Investment Schedule
  • The closing Trust Balance Sheet where appropriate

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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


Very useful overview to help in connection with the preparation of Trust Accounts.

Stephen Parr - Woodcock Haworth and Nuttall Solicitors

Brochure


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Book

Tue 24 Oct 2017 Book
14:00 | London
Mark Vickers

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