Russell & Associates


Oaklands, 39 Woodside Park Road,  London,  N12 8RT
Tel:  07966 442878
     E-mail:  mhcrussell@btconnect.com
www.russellandassociates.co.uk


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£700 + VAT  -  A two day course held in London
Course code: ELA  

Executorship Law and Accounts
- Course Outline

The Devolution of Property on Death

  • The Will
  • Ability to make a Will
  • Devolution of property on Intestacy
  • Law of Commorientes

Executors and Administrators

  • The Executor
  • Inland Revenue Affidavit
  • Free Realty, Free Personalty and Settled Property
  • Probate
  • The Administrator

Valuation of property for Inheritance Tax purposes

  • Stocks and Shares
  • Household Goods
  • Life Policies
  • Freehold and Leasehold properties
  • Settled Property

Statutory Apportionment

  • Statutory Apportionment of Income
  • Other Apportionments between Life Tenants and Remaindermen
  • The Equitable Apportionments

Powers and Duties of the Personal Representative

  • Duties of the Personal Representative
  • Vesting Property
  • Real Estate
  • The Executor’s Year
  • Collecting the Assets
  • Distribution of the Estate

Distribution of the Estate – Beneficiaries

  • General and Specific Legacies
  • Demonstrative Legacies
  • Ademption of Specific Legacies
  • Abatement of Legacies
  • Lapse of Legacies
  • Treatment of Legacies in the Books of Account
  • Advancement and Hotchpot

Books and Accounts

  • The System of Accounts
  • The Books of Accounts
  • The Cash Book
  • Usual Ledger Accounts
  • Profit and Loss on Sale of Investments
  • Fluctuation in Value of Assets
  • Treatment of Income

Trusts and Trustees

  • Creation of Trusts
  • Formalities for the Creation of a Trust
  • Rule against Perpetuities
  • Rule against Accumulations

Accounting for Trusts

  • Trust Accounts for Minors
  • Accumulation of Income
  • Schedule of Investments
  • Appropriation of Share upon distribution in Specie
  • Accounts
  • The Trustee Investment Act 1961

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