Trust

Financial Services

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Course trailer

Free

Trust

Introduction

The trust concept is firmly established in many countries around the world, including most of the leading international financial centers. A trust is one of the most flexible instruments available in the financial services landscape. It is based on a fiduciary relationship arising from the distinction between the person who at law holds the title to property (legal owner) and the one or the ones that are beneficially entitled to it (beneficiaries). Under a trust, the legal title will be vested in the trustees and the beneficial/equitable interest in the beneficiaries under the trust. trusts are commonly used by financial advisors for tax and succession planning.


Course goals:
The learning outcomes of the course will allow participants to:

  • Understand the concept of trusts;
  • Understand the main advantages of using trusts;
  • Understand the type of trusts; and
  • Devise marketing strategies to include offering of trusts to investors.


Duration of course:
Expected to be delivered and completed within 25 minutes.

COURSE OUTLINE

  • Section 1: What is a Trust
  • Section 2: History of Trusts
  • Section 3: Nature of Trusts
  • Section 4: Identification of the parties
  • Section 5: What may a Trust own
  • Section 6: The 7 essential features of a Trust
  • Section 7: Types of Trust
  • Section 8: Features of a Trust

Course tutor

Ian Chambers

Tax Expert

About our tutor

Ian has extensive experience in the offshore sector and emigrated to Mauritius in 2008. Prior to his emigration from South Africa, Ian was a partner at Fisher Hoffman Stride Chartered Accountant where he was engaged in the tax department as well as being a partner at Routledges Attorneys where he started the tax and exchange control department. Ian was also head of the Structured and Project Finance Division of Credit Agricole Indosuez in South Africa. Ian completed his national service at the then Inland Revenue in the Law Interpretation Division. During his time at Fisher Hoffman Stride, Ian was one of the original editors of the South African Revenue Service Practice Manual when it was first published in 1998. Ian was also one of the consulting editors of the LexisNexis Tax Diary and LexisNexis Financial Advisors Handbook.