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English
Trusts and Tax Issues -Financial Management, Distributions, and Tax Exposure in Practice
- Οργάνωση/ Διοίκηση/ Ηγεσία - Χρηματοοικ. Ασφαλιστικά Τραπεζικά - Λογιστικά/ Έλεγχος/ Φορολογικά - Νομοθεσία, Νομική & Δικηγόροι
Αγγλικά
3 ώρες
(
1 ημέρα
)
ΠΕΡΙΓΡΑΦΗ
Trusts are widely used in Cyprus, yet very few professionals can confidently explain how trust accounts, distributions, and tax actually work together in practice. Most trustees and advisors rely on assumptions, inherited practices, or incomplete records, often without appreciating the personal tax and liability risks involved.
This advanced, practical course responds directly to the questions repeatedly raised by professionals working with trusts in Cyprus, particularly in relation to financial management, record-keeping, distributions, and taxation. It goes beyond trust law basics and focuses on what trustees, advisors, and fiduciary professionals are expected to do in real life, and what happens when they do not.
The course bridges legal trust principles, financial management, and Cyprus tax treatment, showing how poor accounts and documentation can unravel an otherwise sound trust structure.
ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ
By the end of the course, participants will be able to:
- Identify what constitutes proper trust management accounts in Cyprus
- Determine when management accounts are required and how often they should be prepared
- Apply correct principles for distinguishing income and capital in trust accounts
- Assess the tax consequences of trust income and distributions in discretionary trusts
- Evaluate documentation and record-keeping adequacy from a liability and tax perspective
- Recognise personal exposure risks arising from incorrect trust accounting or tax treatment
ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ
Suitable for
- 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
ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ
Course Content
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
Πληροφορίες Εκπαιδευτή
Χρίστος Θεοφίλου - Partner at Savva, Theofilou, Ioannou DEPE
Αναλυτικό Κόστος Σεμιναρίου
- € 130.00
- € 0.00
- € 24.70
- € 130.00
- € 154.70
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ
Τρίτη - 31 Μαρτίου 2026
Ώρα
09:30 - 12:30
ΕΚΠΑΙΔΕΥΤΗΣ:
Χρίστος ΘεοφίλουΤοποθεσία:
OnLine Virtual Classroom
Εκδήλωση Ενδιαφέροντος : Trusts and Tax Issues -Financial Management, Distributions, and Tax Exposure in Practice
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