Online Learning Management and CPD

We host sites for companies on our Learning Management System ("LMS"). All content and student record data is held securely on our LMS and training managers can access their staff records, enrol and manage students and create new course materials entirely through the web-based interface - anywhere and any time. Your company can have a branded site linked securely to your extranet to validate users.

Our own Offshore Finance Training series on CD/intranet

A tried and tested product written by practising industry professionals

First published in 1994, the series of Windows software is an ideal source of information for induction trainees. It covers the basics of offshore companies and trusts and answers the fundamental questions: "what is an offshore company/trust?", "who owns and controls the assets?" "what are the tax implications of going offshore?". The scripts are written and maintained by a team of practising offshore professionals who together have many years of experience as principals in offshore trust companies and are qualified as accountants or lawyers, members of STEP, and in most cases also have relevant experience in the classroom or as contributors to publications or conferences.

A straightforward interface: a simple and economic way to train

The software can be licensed as separate modules but the easy to use interface and graphical style means a consistent approach across the range and low support costs. A user will navigate the program very quickly and there is no requirement for supporting documentation or ongoing technical support. The software runs on stand-alone PC's or can be centrally stored on a network and two license schemes reflect this. In the Channel Islands the software is licensed by dozens of finance institutions, large and small, including accountants, lawyers, UK and foreign banks, and educational establishments. No per seat licensing - low cost of ownership.

Hundreds of screens and examples mean thousands of hours of training

The Trust and Company Administration guide (TCA) takes an induction level member of staff through the basic definitions of the settlor, the funds, the beneficiary, the protector, letter of wishes, etc. It assumes no knowledge of English legal structures or customs and shows how the offshore industry functions in this area.

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The Offshore Tax Planning (OTP) guide is a separate program but builds up on the knowledge in TCA. It covers the issues facing companies and individuals with a UK connection who use offshore centres. It is not a substitute for tax tables - rather the program shows the reasoning behind tax planning decisions and how various tax saving strategies have been implemented. We update each year with the latest information from the UK Budget and Finance Act, POCA and Anti-Money Laundering legislation.

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