Back to Basics Trusts - Principles and Definitions

Course outline:

Trusts may have an important role to play in tax planning but many advisors are wary of them because they don't understand what trusts are and how they work.

In this course, we will explain the key elements of a trust and outline the role they can play for clients.

CPD Hours: 2

Course details:

This course will cover:

  • What is a trust?
  • Settlor
  • Trustees- powers and duties
  • Beneficiaries including rights
  • Trust fund
  • Uses of trusts including practical issues
  • Specific types of trust
  • Trust Registration Service

 

Enrolment dates

 

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