Course Overview
This course is suited to those who wish to learn more about Retirement Annuity Trust Schemes (RATS), their purpose and who can benefit from them.
Course Content
The course will cover the following topics:
- What is a RAT?
- Why use a RAT?
- Who can benefit?
- Scheme approval
- Code of Practice
- Duties and responsibilities of trustees
- Investments
- Loans from the RAT
- Annual accounts.
Course Benefits
By attending this course you will:
- Be made aware of the parties to the RATS
- Understand the purpose of RATS and who can benefit from them
- Be introduced to the duties and responsibilities of the trustees
- Be aware of the nature of the investments made by the RATS
- Understand loans from the RATS and potential benefits
- Understand the taxation issues involved.
Next Steps
If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570.
If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course