Legal Training and CPD Courses for Lawyers
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Course Producing Trust Accounts Made Simple: A Workshop


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

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

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3 hours


Package Price
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Non Member

(Excluding VAT)


Mark VickersDetails


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

Stephen Parr - Woodcock Haworth and Nuttall Solicitors




Tue 01 Oct 2019 Book

14:00 | London
Mark Vickers

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