ACCOUNTING CONSULTING TRAINING RECRUITMENT Jersey Specialist Training 2015 Essential Tax Principals for Trust Professionals Thursday 26th March 2015 (9.15am-1.00pm) Will Morgan is an award winning tutor who has been running courses in Guernsey, Jersey, Dublin and the UK for the past 10 years. Will previously worked for BPP Professional Education and has been training independently for the past 7 years. He has worked for a number of leading institutional clients, as well as numerous independent organisations. Will is now the Managing Director of Offshore, a specialist accounting outsource provider, based in Guernsey employing 15 professionals working for a variety of clients. Will’s training has been adapted over the years based on the work he has undertaken in the Channel Islands, understanding the practical skills that professionals need, rather than theoretical concepts. His classes are highly interactive; sometimes amusing and always engaging. Highlights: • Focus on practical tax awareness for those in the fiduciary industry to mitigate risk • Understand the fundamentals of domicile, residence, gains, income and transfer pricing • Use a number of potential tax-related scenarios to demonstrate when further guidance will be required Audience & Objectives: This course is aimed at those working within trust administration, including management. Experience has taught Will that Trust Officers often do not understand the taxation drivers behind their client structures and transactions. Therefore this course will focus on providing delegates with a greater understanding of the tax environment that their clients operate within. Course Details: • Understanding tax domicile • Domicile and residence • Capital Gains, Income, Inheritance tax • 10 year charge • ATED, NRL, SDLT • Transfer pricing • Basic Offshore tax planning • Round up – utilising knowledge to identify risk Please see our website for full course details and booking forms. All courses are to be held at the Royal Yacht Hotel, Jersey. Cost £175 per session. Please contact us for our group booking discounts. If you have any questions please contact [email protected] e:[email protected] t:01481 736040 www.offshore.gg Offshore Accounting, Isabelle Chambers, Route Isabelle, St Peter Port, Guernsey, GY1 1YY