Charitable trusts, foundations & other structures

Professional Development

Overview

The course is structured to give an attendee an understanding of the variety of charitable structures available and an overview of the legal framework covering those structures. This will include some of the administration issues that would commonly occur in the operation of these structures.



Suitable For

Junior administrators and persons moving from other areas of the financial services industry

1.5 CPD hours
1.5 hours
Jersey

This session has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Have an understanding of the variety of charitable structures
  • Appreciate the definitions of charitable structures as per Jersey Law 2014
  • Be able to explain the various administration issues concerning charitable structures

SESSION CONTENT

  • Charitable Structures: the variety used
  • The origins of the charitable trust: definitions
  • Problems and issues
  • The legal framework in the UK and Jersey
  • Is it charitable or not?
  • Administration issues
  • Jersey foundations
  • What is a foundation and what are its key features?