The 2026 Trust Series offers a comprehensive exploration of the evolving global environment for trusts, combining four Isle of Man–focused webinars with a suite of international sessions covering the most pressing developments for fiduciary professionals. Across ten expert-led webinars, the series examines trust law reform, transparency, tax reporting, AML and sanctions compliance, responsible investing, cross-border regulatory challenges, economic substance, digital assets and modern trust drafting. Designed for practitioners seeking clarity in an increasingly complex landscape, the series delivers practical insight and forward-looking guidance for 2026 and beyond.
The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.
Suitable For
This series is suitable for trustees, fiduciaries, wealth managers, family office professionals and investment managers who are involved in the management, governance, and strategic planning of complex trust structures.
Agenda
Isle of Man Trust Law in 2026: Reforms and Practical Implications
10 March 2026 | 11:00-12:00 | 1 CPD Hours
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Key reforms to Isle of Man trust law in 2026
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Implications for drafting and administration of trusts
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Case law trends and interpretation of trustee duties
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Practical examples of disputes and enforcement issues
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Best practice for resilient, modern trust structures
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Global Transparency and Disclosure in 2026: The Next Chapter
25 March 2026 | 09:30-10:30 | 1 CPD Hours
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Evolving global standards for corporate and financial disclosure
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The impact of increasing regulatory cooperation on transparency
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Practical challenges in balancing disclosure obligations with confidentiality
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Emerging risks from new disclosure frameworks in 2026
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Preparing firms for greater scrutiny of ownership and control structures
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AML and Compliance in the Isle of Man: Implementing the 2026 Handbook
23 April 2026 | 11:00-12:00 | 1 CPD Hours
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Key updates in the 2026 Isle of Man AML Handbook
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Customer due diligence and enhanced monitoring requirements
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Documentation and evidencing of compliance decisions
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Lessons from recent enforcement trends
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Practical integration of Handbook provisions into operations
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Tax transparency & Global Information Exchange in 2026: CRS, FATCA and the Crypto Dimension
13 May 2026 | 09:30-10:30 | 1 CPD Hours
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Key developments in CRS and FATCA implementation and enforcement
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The integration of digital assets into global reporting frameworks
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Managing data accuracy and confidentiality in automatic exchange
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Compliance risks for financial institutions and intermediaries
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Practical insights on responding to information requests
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Sanctions Compliance in the Isle of Man: FSA Supervision and Enforcement in 2026
09 June 2026 | 11:00-12:00 | 1 CPD Hours
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Isle of Man sanctions framework and FSA oversight
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Licensing requirements and common challenges
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Reporting duties and practical compliance steps
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Enforcement trends and lessons for firms
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Building proportionate sanctions risk management frameworks
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Responsible Investing considerations in 2026: Fiduciary Duties and Client Values
01 July 2026 | 09:30-10:30 | 1 CPD Hours
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The evolving scope of fiduciary duties in responsible investing
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Balancing financial performance with environmental and social goals
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Navigating client demands for values-based investment strategies
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Regulatory expectations for ESG integration and reporting
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Practical approaches to measuring and evidencing responsible outcomes
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Cross-Border Risk Management in 2026: Navigating Conflicting Regulatory Regimes
16 September 2026 | 09:30-10:30 | 1 CPD Hours
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Identifying and managing regulatory conflicts across jurisdictions
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Practical strategies for resolving overlapping compliance obligations
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The role of governance frameworks in mitigating cross-border risk
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Lessons from recent enforcement and regulatory cooperation
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Tools for effective monitoring and documentation of decisions
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Beneficial Ownership and Economic Substance in the Isle of Man: Key Issues in 2026
06 October 2026 | 11:00-12:00 | 1 CPD Hours
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Beneficial ownership reporting and register obligations
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Economic substance requirements across key sectors
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Evidencing compliance during supervisory reviews
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Practical challenges in cross-border structures
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Lessons from international developments and scrutiny
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Modern Trust Deeds in 2026: Drafting, Administration and Enforcement Across Jurisdictions
09 November 2026 | 09:30-10:30 | 1 CPD Hours
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Trends in modern trust drafting to meet global client needs
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Common pitfalls in administration and how to address them
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The role of protectors, enforcers and reserved powers
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Enforcement considerations in multi-jurisdictional disputes
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Practical guidance on balancing flexibility with certainty
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Digital Assets in Trusts: Legal Recognition, Custody and Compliance in 2026
02 December 2026 | 09:30-10:30 | 1 CPD Hours
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Recognition of digital assets within trust structures
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Practical custody solutions and safeguarding client assets
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Regulatory challenges of integrating digital assets into trusts
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Tax and reporting implications for trustees
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Future outlook for digital assets in wealth planning
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