Course Outline

• What is a trust?
• Different types of trust and their uses
• Definition of trust property, settlor, beneficiaries, trustees
• Formation of trusts
• Trust documentation
• Duties and powers of trustees
• Rights of beneficiaries
• Overview of taxation

Course Objectives

This one-day course is designed for individuals who have recently moved to a trust department or those individuals working in the finance industry who need to develop an understanding of the uses and administration of offshore trusts.

The aim of this course is for delegates to understand some of the theoretical principles behind this subject and to provide some context for their day-to-day duties.

Further Details

Angus Kemp qualified as a Chartered Accountant in 1985 and has since worked for a variety of accounting practices, both small and large, in various managerial roles. He has also spent time with ICI in England and throughout Europe, adding to his commercial experience. For the last twelve years he has taken a particular interest in training and professional development and has lectured to Chartered Accountants and Chartered Secretaries in Guernsey and Jersey as well as on numerous other professional qualifications.