Trust management and administration

The management and administration of trusts requires detailed knowledge and understanding of the law and procedures involved.

Meet the demands of the trust industry

Professionals involved in the management and administration of trusts must have a sound understanding of the relevant laws and regulations to ensure that effective, lawful and ethical advice is given and that trusts are set up and managed in a way that achieves the clients’ objectives and protects their assets effectively.

It is a role that carries significant responsibility and legal obligations and can result in serious implications for both the client and the adviser, with potential penalties and litigation. 

Designed, written and delivered in collaboration with leading industry experts, our qualifications equip professionals with practical knowledge and skills to enable them to advise clients appropriately. 

CLTI Trust admin Step CLTI Lock out logo

STEP CPD

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