In focus Masterclass: reading a set of estate accounts with Hugh James

Event details

Date: 10th July 2024
Time: 10:00am - 11:30am
Venue: Online

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£55 members / £80 non members

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Join ILM corporate partner Hugh James – In focus Masterclass: reading a set of estate accounts with Samantha Roberts.

As estate accounts are prepared in various ways, there are several keys points that should be considered by charitable beneficiaries before approving estate accounts.

During this session we shall read through a set of accounts, with focus on the following key sections:

  • Capital Gains and losses
  • Administration expenses and unexplained/unusual entries
  • Inheritance Tax
  • Distributions

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