course content
11/12/2026 09:30 - 12:30
Module 1: Trust Financial Management in Practice
The role of financial management in trust administration
Broad expectations around trust accounts and records
Practical considerations for trustees and advisors in Cyprus
Module 2: Records, Documentation, and Compliance Expectations
Types of records typically expected in trust administration
Documentation standards and retention considerations
Module 3 – Income, Capital, and Distributions
Conceptual distinction between income and capital in trusts
Practical treatment of distributions in discretionary trusts
Common issues that arise in practice
Module 4 – Tax Treatment of Trusts and Distributions
Overview of taxation at trustee and beneficiary level
Practical considerations in discretionary trust taxation
Interaction between trust accounts and tax positions
- Lawyers advising on trusts, succession, and asset structuring
- Fiduciary service providers and professional trustees
- Accountants and tax advisors dealing with trust income and distributions
- Corporate administrators involved in trust management
- Professionals who already understand trusts but lack confidence on the financial and tax mechanics
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