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Estate and Trust Accounts

Data Law Limited


£72 inc VAT
Or £24.00/mo. for 3 months...
Study method
Online, self-paced
1 hour
No formal qualification
Additional info
  • Tutor is available to students

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Learning Outcomes

  • On completion of this course you will have an increased understanding of the following:

    • What form should estate and trust accounts take
    • The factors involved in drafting estate and trust accounts
    • The structure of estate and trust accounts
    • The income tax treatment of estates and trusts
    • Key case studies including:
      • The estate of Hilary Wren (deceased)
      • The Annette Wright Settlement
      • The Will Young Settlement

What is the target audience?

  • Private client practitioners


Delivered by experienced lecturer John Thurston, this course will offer practical advice on the law and procedures involved in preparing estate and trust accounts and will consider the following questions:

  • Is it absolutely necessary to produce estate accounts?
  • As what stage should accounts be prepared?
  • Are the personal representatives and residuary beneficiaries entitled to see the accounts?
  • Should the personal representatives sign the accounts?

Primarily aimed at private client practitioners with experience of preparing trust and estate accounts, this one hour webinar will also benefit trainees and paralegals who wish to appreciate the issues that arise in trust and estate practice and develop their knowledge in this area.

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.