Trust and Estate Management
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
How it works
Author
Reviews
| Recommended | ||||
Why not upgrade?Find the best way to complete your CPD | CourseNeed just a few unitshourshours? | Pick n MixAll you need for this year's CPD. | LicenceAll you need for this year and more. | TeamKeep your whole team up to date. |
|---|---|---|---|---|
| Access to this course | ||||
| Total CPD unitshourshours | 1 unitshourshours | 21 units20 hours21 hours | 1,500+ unitshourshours | 1,500+ unitshourshours |
| Access period | 120 days | 120 days | 12 months | 12+ 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 more | Learn more | Learn 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