Course Overview
This course will provide you with an overview of the Guernsey trust law and its application to trust administration. Although the theory will be covered the main emphasis will be on the practical application within the workplace.
Course Content
The course will cover the following topics:
- What is a trust?
- Different types of trusts and their uses
- Definitions of settlor, beneficiaries, trustees, protector
- Formation of trusts
- Trust documentation
- Duties and powers of trustees
- Rights of beneficiaries
- Trust accounts – an overview
- The Fiduciary Rules and Guidance
- Case study – Retirement Annuity Trusts.
Course Benefits
The course will allow you to return to the workplace with a better understanding of the context of your role and responsibilities, underpinned by theoretical knowledge.
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.