Trusts elearning

Our Trusts induction course provides an overview of the origins of a trust relationship. Describes and explains the terminology used in the sector, assisting new professionals to identify key issues. Covers the common types of trust in use including the basics of trust administration and common problems that may occur.

Course content

• What is a trust and why do clients use them?
• How is a trust created and who are the parties to a trust?
• Settlors, beneficiaries and trustees
• Types of trusts used in offshore jurisdictions and rationale
• Trust documentation and roles and responsibilities

The course aims to give staff induction training to new starters, or to update existing employees’ training.