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Finance, Trust

Introduction to Trust Law and Administration

Course Overview

This course will provide delegates 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.

 

This course is ideal for trust administrators who are new to the role, or have 1-2 years of experience. 

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.

Benefits

The course will allow delegates to return to the workplace with a better understanding of the context of their role and responsibilities, underpinned by theoretical knowledge.

Further, it is an excellent way to establish whether pursuing the STEP qualifications would be the right path.

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 admin@gta.gg 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.

Course Details

Start date

12 February 2026

CPD Points

6.5

Price

£325.00

Length

Full day (09:30-16:00)

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 & Company Limited. 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.

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Join others bettering their lives through learning

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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 Gilman
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This course was very engaging and informative. Exactly what i needed to start my career as a Trust and Company Administrator
Heidi B
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Great tutor and introduction to Company and Trust Law and Administration
Cameron Duckworth
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This course was very engaging and informative. Exactly what i needed to start my career as a Trust and Company Administrator
Heidi Baker

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