In Focus: Reading a set of Estate Accounts – September 2026

Back by popular demand, join Samantha Roberts (Partner at ILM Corporate Partner firm, Hugh James) for our In focus: Reading a set of Estate accounts session.

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 Samantha will read through a set of accounts in detail, with focus on the following:

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