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

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

The content for online courses predating 2021 may vary.

CPD Course
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Flexible solutions

We offer a range of solutions to meet your training needs. To discuss your memberships or bespoke packages needs contact us on 0330 058 7141 or email us.

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