Trusts - Basic Principles

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 online course Pat will aim to explain the key elements of a trust and outline the role they can play for clients.

This will cover:

  • key roles - settlor, trustee and beneficiaries
  • rights of beneficiaries
  • duties of trustees
  • life of a trust
  • uses of trusts
CPD Course
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