TRUST ADMINISTRATION

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Why use an Offshore Trust?

Understand why a client would want to use an offshore trust. 1 hour

Trust Law & Administration

A complete overview of trust administration for delegates who are relatively new to the role. 6 hours

Understanding Trust Accounts

How to prepare trust accounts in an offshore format. 1 hour

Preparing Offshore Trust Accounts

How to prepare trust accounts in an offshore format. 2 hours

Workings of a Trust

Who are the parties to a trust and trust documentation. 1 hour

Administering a Trust

The ongoing administration requirements of a trust for trust administrators. 1 hour

Trust Formations

The steps involved in trust formation under Guernsey trust law. 1 hour

Guernsey Companies and Trusts

Understand how to comply with the requirements of the Guernsey Registry. 1.5 hours

Trust Oversight

How to monitor trust assets within a portfolio. 1 hour

Retirement Annuity Trusts

What is a Retirement Annuity Trust, why use one and the administration. 1 hour

Types of Investment

The workings of bonds, equities and funds. 1 hour

“Interesting, and easy to understand and thought provoking. Good plan of action to commence implementation”.

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