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Trusts: The Fundamentals

Price: £195 + vat (lunch included)
Duration: 1 Day

To provide delegates with a technically detailed foundation covering all aspects of trusts in different countries.

What will be covered?

  • History of trusts
  • Legal & equitable interests;
  • What is a trust?
  • Perpetuity in different countries
  • Parties to a trust – settlor; trustee; beneficiary and the role of the protector
  • Creating a valid trust and the three certainties
  • Void and voidable
  • Types of trust
  • Duties and powers of trustees
  • Investment powers – Isle of Man; UK; Cayman
  • Letter of wishes
  • Anti-forced heirship
  • Brief word about tax in different countries

Who should attend?

This course is ideal for:

  • Those starting work in the fiduciary sector
  • Those working in other sectors that require a foundation understanding of trusts and their uses
  • Those studying for any professional qualification where trusts are part of the syllabus

Outcome and benefits

  • Delegates will have a good understanding of the principles of trusts and their uses

Course materials (included)

  • Corporate Structures: An Introduction
  • Investments: An Introduction
  • Life Assurance: An Introduction

Further courses that may be of interest:

Pre-requisites:

There are no pre-requisites and no knowledge of trusts is required