STEP Diploma 3 - Trust Administration and Accounts
| Duration: | 4 months |
| Level: | Intermediate |
| Suitable for: | |
| CPD Hours: | |
| Cost: | £1575.00 |
| Dates: | Mon 16 Apr 2012
Mon 03 Dec 2012 |
Syllabus
Module 1: Introduction to the Law in Relation to Trust Bookkeeping and the Preparation of Periodic Trust Accounts
Module 2: Introduction to Trustees’ Record Keeping
Module 3: Trust Accounts
Module 4: Accounts of Offshore Asset-Holding Companies Underlying a Trust
Module 5: Trust Management – Reserved Powers and ‘Sham’
Module 6: Trustee Investment – Law and Practice
Module 7: Managing Trust Assets I – Stocks, Shares and other Securities
Module 8: Managing Trust Assets II – Real Estate
Module 9: Managing Trust Assets III – Movable Chattels
Module 10: Managing Trust Assets IV – A Controlling Interest in the Settlor’s Family Business Empire
Module 11: Distributions – Law, Practice and Procedure
Module 12: Offshore Tax Planning
Module 13: Confidentiality and Compulsory Disclosure
Module 14: Variation and Termination of Trusts
Dates
| Spring/Summer | Autumn/Winter | |
| Closing date: | 16 December 2011 | 24 August 2012 |
| Face-to-face course: | 16-19 April 2012 | 3-6 December 2012 |
| Examination: | 20 April 2012 | 7 December 2012 |
How to apply
Download an application form from the CLT International website at www.clt-stepint.co.uk and return to the address below:
CLT International/STEP Registrar
CLT International Ltd
Wrens Court
52-54 Victoria Road
Sutton Coldfield
Birmingham
B72 1SX
Tel: +44 (0)121 355 0900
Fax: +44 (0)121 362 7510
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