Finance
Introduction to Trust Law and Administration
Course Summary
The aim of this course is for delegates to be given an overview of the Guernsey trust law and its application to trust administration. Although the theory will be covered the emphasis is on why things are done in the workplace.
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 the delegates to return to the workplace better placed to understand why they do things, thus placing their theoretical knowledge in context.
Feedback from previous delegates:
- "Great introduction to Trust to gain a basic trust understanding and familiarize with the relevant terminology." - Antonina L
- "It was really nice attending this course, as I was made to feel very welcomed and comfortable. The tutor was very engaging with everyone and was happy to hear our thoughts and questions." - Hayley W
- "It was my first time at GTA and I found the facilities very good. We had regular breaks and hot coffee and tea were always available. The course was very good and I would consider further courses." - Lucy T
- "Really welcoming environment with a knowledgeable tutor." - Donna G
- "I had a great experience. The tutor was fantastic and I came away feeling confident with what I had just learnt" – Kayleigh K
Tutor Profile
Angus Kemp is a qualified Chartered Accountant Angus has been involved in tutoring students in the islands for over 15 years. In 1995 he established Offshore Training Consortium in Guernsey which was subsequently acquired by BPP plc, the UK’s largest provider of professional education training. Angus’s extensive academic credentials include MA in economics and Politics, Postgraduate Certificate in Accountancy, and a Masters degree in Education.
Course at a Glance
- Next Start Date: 21 January 2020
- CPD Points: 6
- Course Cost: £295.00
- Course Length: Full day (09:30-16:00)
- Location: GTA University Centre, Guernsey
- Tutor: Angus Kemp
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