Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients

Monday, 16 February 2026 19:54:55

International applicants and their qualifications are accepted

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Overview

Overview

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Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients equips professionals with expert knowledge in trust and foundation management.


This programme focuses on complex wealth structuring strategies, estate planning, and international trust law.


Learn to advise high-net-worth individuals on tax optimization, asset protection, and philanthropic giving through trusts and foundations.


Designed for wealth managers, lawyers, and financial advisors, this Certified Specialist Programme in Trusts and Foundations provides practical skills and in-depth knowledge.


Gain a competitive edge and enhance your career prospects. Explore the curriculum and register today!

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Trusts and Foundations management for High Net Worth Individuals (HNWIs) is a lucrative and complex field. This Certified Specialist Programme provides expert training in trust structures, foundation management, and wealth preservation strategies. Gain in-depth knowledge of international tax implications, regulatory compliance, and ethical considerations. Enhance your career prospects significantly with this highly sought-after certification. Develop advanced skills in estate planning and philanthropic giving, making you a valuable asset to private banks, law firms, and family offices. Our unique curriculum includes case studies and practical workshops for immediate application. Become a certified specialist today and unlock unparalleled career advancement.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Trust Law Fundamentals: Principles, creation, and administration of trusts for high-net-worth individuals.
• Foundation Law and Governance: Establishing and managing private foundations for philanthropic purposes and asset protection.
• Tax Implications of Trusts and Foundations: International tax planning, estate tax mitigation, and capital gains tax optimization for high-net-worth clients.
• Wealth Preservation & Succession Planning: Strategies for preserving wealth across generations, including trust structures and estate planning.
• Investment Management for Trusts & Foundations: Portfolio construction, risk management, and performance measurement specific to trust and foundation assets.
• Compliance and Regulatory Issues: Understanding and adhering to relevant laws and regulations governing trusts and foundations (KYC/AML compliance).
• Fiduciary Duties and Responsibilities: Ethical considerations and legal obligations of trustees and foundation directors.
• Dispute Resolution in Trust & Foundation Matters: Mediation, arbitration, and litigation relating to trust and foundation disputes.

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:

1 month (Fast-track mode): 140
2 months (Standard mode): 90

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role in Trusts & Foundations (UK) Description
Trust Manager (High Net Worth Clients) Oversee the administration and investment management of complex trusts for high-net-worth individuals. Strong financial acumen and regulatory knowledge are essential.
Foundation Administrator (Charitable Trusts) Manage the day-to-day operations of charitable foundations, including grant-making, financial reporting, and compliance with regulatory requirements. Excellent organizational and communication skills are required.
Private Wealth Advisor (Trusts & Estates) Provide comprehensive wealth management advice to high-net-worth clients, specializing in trust and estate planning. Strong relationship building and client communication skills are key.
Trust Officer (International Trusts) Handle international trust structures, including legal compliance, tax planning and administration of cross-border trusts. Deep understanding of international tax and legal frameworks is crucial.
Paralegal (Trusts & Estates) Support lawyers specializing in trusts and estates by conducting legal research, preparing documents, and assisting with client communication. Strong attention to detail and legal knowledge are essential.

Key facts about Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients

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The Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients provides comprehensive training in the intricacies of trust and foundation management for sophisticated clientele. This program equips professionals with the advanced knowledge and skills required to effectively advise and manage complex trust structures for high-net-worth individuals and families.


Learning outcomes include mastering the legal and regulatory frameworks governing trusts and foundations internationally, understanding sophisticated tax planning strategies within this context, and developing proficiency in estate planning and wealth preservation techniques. Participants will gain expertise in succession planning and family governance, vital elements for effective trust and foundation administration.


The programme's duration is typically structured to accommodate working professionals, often spanning several months and delivered through a blend of online modules and in-person workshops. Exact timings vary depending on the specific provider and curriculum.


The industry relevance of this Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients is undeniable. The global wealth management sector shows a consistently high demand for specialists in this area, leading to excellent career prospects and increased earning potential. Graduates often find employment in private banks, law firms, trust companies, and family offices.


This qualification significantly enhances career advancement opportunities within wealth management, private client services, and related fields. It provides a demonstrable commitment to professional excellence and deep expertise in trust and foundation administration, crucial skills in the competitive landscape of high net worth client services.

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Why this course?

Year Number of HNW Trusts
2021 12,500
2022 14,000
2023 (projected) 16,000

The Certified Specialist Programme in Trusts and Foundations is increasingly significant for professionals serving High Net Worth (HNW) clients in the UK. The UK boasts a substantial trust sector, with the number of HNW trusts consistently growing. Data suggests a sharp increase in recent years. Trust and foundation management requires specialized knowledge across tax, estate planning, and regulatory compliance. This programme addresses these complexities, equipping professionals with the advanced skills needed to navigate the intricacies of UK trust law and international regulations. HNW clients demand sophisticated and compliant solutions for wealth preservation and succession planning, creating a high demand for qualified specialists in the market.
Certified Specialists are uniquely positioned to meet this demand, offering clients expert advice and ensuring their financial interests are protected. The growing complexity of global taxation and regulatory changes necessitates this expert skillset.
The programme's focus on practical application and real-world scenarios makes it highly relevant to current industry needs, benefiting both learners and their clients. This specialization directly impacts the ability to effectively advise HNW individuals and families.

Who should enrol in Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients?

Ideal Audience for the Certified Specialist Programme in Trusts and Foundations for High Net Worth Clients
This Certified Specialist Programme is perfect for professionals already working with, or aspiring to work with, high-net-worth individuals (HNWIs) and their complex financial needs. With over 3 million millionaires in the UK, the demand for sophisticated trust and foundation expertise is constantly growing. This programme is designed for private wealth managers, estate planners, financial advisors, and solicitors seeking to enhance their knowledge of tax optimisation strategies and international trust structures. The programme also caters to those aiming to build their expertise in complex wealth management for ultra-high-net-worth individuals (UHNWIs) and family offices, providing a competitive edge in this lucrative market.