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Covid 19

Covid 19 Update

In light of the new COVID-19 situation, the GTA has closed its office and training rooms to the public until further notice. The GTA team are working hard to move our portfolio of courses online and we will provide an update shortly. During this period please contact us via email [email protected].

Finance, Corporate Governance, Trust

Introduction to Trust Law and Administration

Course details

Start Date

27 May 2021

CPD Points

5.5

Cost

£295

Length

Full day (09:30-16:00)

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
  • Trust Service Providers code of practice
  • 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 721555.

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.

Course Tutor

  • Angus Kemp

    Angus Kemp is a qualified Chartered Accountant and has been involved in tutoring students in the islands for over 25 years. He came to Guernsey in 1985 after having qualified in Glasgow, and has spent time with Coopers & Lybrand and BDO as well as a spell with ICI. In 1995 he established Offshore Training Consortium in Guernsey, which was subsequently acquired by BPP, and in 2002 he founded his accountancy practice, Kemp Le Tissier. He continues to service his own clients and specialises in audit and assurance services, liquidations and general business advice. Angus’s extensive academic credentials include MA in economics and Politics, Postgraduate Certificate in Accountancy, and a Masters degree in Education.

Testimonials

  • As I am someone who is new to Trust I came away with a much better understanding in the basics of Trusts. The course was enlightening in that aspect and I came away with more confidence in doing my job.

    Chloe G

As I am someone who is new to Trust I came away with a much better understanding in the basics of Trusts. The course was enlightening in that aspect and I came away with more confidence in doing my job.

Chloe G

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.