Guernsey
The Guernsey Branch was set up in 1994 with 25 members. Since
then branch membership has grown to nearly 600 people in 2008. The
association forms an important focus for practitioners in Guernsey
and the local trust industry as a whole. Our principal aim is to
provide a forum for discussion on relevant topics and to provide
continuing education for the branch members. We are also keen to
foster new members, especially through our new training
initiatives.
Typically we hold at least six seminars a year on a range of
topical issues, culminating in an annual international conference,
which normally takes place in June. The branch has also been able
to provide a regular bursary to the local financial training
agency. We are currently working on a range of projects to include
drafting standard trust deeds and associated documents and
producing a guide to the new anti-money laundering regulations.
We have a close relationship with the Guernsey Financial
Services Commission and other local agencies and associations with
whom we work together. Through our members, we are represented on a
number of consultative bodies.
STEP Sets the Standard in Will Writing Education
02 September 2010
A brand new Certificate for 2011, the STEP Certificate in Will Preparation has been developed at the level of the STEP Diploma, the gold standard in the field of trusts and estates education.