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


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
Bring your calculator!

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3 hours


Package Price
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Non Member

(Excluding VAT)


Mark VickersDetails


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

Sara Dalmazzo - Russell Cooke LLP



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

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