Trust and Estate Management

by Andrew Law

Revised and up to date for 2025/26. This short course is designed to equip accountants with a good understanding of trust and estate management principles, enabling you to offer informed advice to your clients.

This module will enable you to

  • Recognise key terminology
  • Discuss and advise on estate management issues
  • Understand and explain trust management issues
  • Correctly account for trust income and any taxes due
  • Follow correct procedure in common situations that arise

About the module

Accountants often foster personal yet professional relationships with clients, becoming their go-to trusted advisers on a range of financial matters. So, trusts and estates are likely to come up from time to time for almost any accountant.

While not a daily concern, possessing a solid understanding of these topics is crucial. Clients will feel reassured if you are able to advise knowledgeably even if you are not a specialist. This module delves into the fundamental principles governing trust and estate management.

Contents

  • Trusts and Estates
    • Terminology
    • Accountants as PRs and trustees
    • Estate management
    • More on estate management
    • Trust management
    • More on trust management

How it works

Author

Andrew Law

Andrew Law has been in professional tax practice for over 30 years advising SME business on taxation matters and has advised on the sale and purchase of numerous businesses of all kinds and sizes.

Reviews

0
(0 reviews)
 
 
 
 
    Recommended

    Why not upgrade?

    Find the best way to complete your CPD

    Course

    Need just a few unitshourshours?

    Pick n Mix

    All you need for this year's CPD.

    Licence

    All you need for this year and more.

    Team

    Keep your whole team up to date.

    Access to this course
    Total CPD unitshourshours1 unitshourshours21 units20 hours21 hours1,500+ unitshourshours1,500+ unitshourshours
    Access period120 days120 days12 months12+ months
    Audit-proof CPD completion certificate
    Immediate access to our entire CPD catalogue
    Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
    Account manager on hand to support your team’s needs
    Learn moreLearn moreLearn more

    Why not upgrade?

    Find the best way to complete your CPD

    You might also like

    Take a look at some of our most popular modules

    This course is only available as part of an accountingcpd licence.