Reviewing trust accounts

Professional Development

Overview

This course helps senior delegates understand and interpret what the financial statements of a trust are telling the readers. It is suitable for senior administrators and managers who have to review accounts for reasonableness and accuracy.


Suitable For

This session is suitable for those people who have experience in the finance industry and a good knowledge of accounts in practice.

2 CPD hours
2 hours
Jersey

This session has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Have more confidence at looking at a set of trust accounts
  • Understand where the main areas of risk arise
  • Be able to contribute to decision making at a higher level more effectively

SESSION CONTENT

• Understanding different types of trust from an accounting perspective

• The format of trust accounts

• Income versus Capital

• How to account for different types of trust

• Practical case studies