STEP Certificate in Trusts and Estates (England and Wales)

Covering the most up-to-date developments in the industry, this course introduces you to some of the fundamental legal and practical matters involved in the administration of trusts and estates.

Broadening your knowledge of the taxation of trusts and estates as well as trust and estate accounting, this Certificate can be taken as a standalone qualification or offers you an excellent introduction to the STEP Diploma in Trusts and Estates (England and Wales) programme.

By completing this course, you will:

• Gain an overview of the law, practice and procedures involved in the trusts and estates profession
• Boost your ability to deliver comprehensive advice to clients
• Enhance the reputation of your practice by obtaining a widely recognised professional qualification

Delivered through a combination of online learning and two face-to-face workshops, this qualification will take four months to complete.

Assessment is via a three-hour, closed-book examination held at various centres across the UK, comprising multiple choice questions and essay-/scenario-based questions. We recommend that you spend four to six hours per week on private study for the four months prior to the examination.

Once you complete this course, you will gain 30 Entry Level credits towards STEP membership. 

STEP strongly recommends that you attend both of the workshops in order to benefit from the face-to-face teaching of the subject matter and to discuss any technical queries or uncertainties that you may have with the course tutor. However, if you are unable to attend either of these, you are advised to email the CLT International Team to request a copy of the workshop notes made available to all delegates on the day. Please note that these are not a substitute for attendance but they do comprehensively set out the topics discussed and may assist with examination preparation.

To ensure that you get the most out of the workshops, there is a maximum class size of 30 delegates. Once this threshold is reached, we will add another date (and a third if required). If we know in advance that more than one date will be required, all planned dates will be listed on the website. If there is more than one workshop date listed next to the course you wish to enrol on, please specify your first and second choice of date when enrolling. If we are unable to book you on to your preferred date we will inform you as soon as possible.

London Accommodation

Should you need to stay overnight for a course, details of local hotel accommodation in London can be found here. You will need to quote '14208' when making any reservation. Please note that you may wish to wait to receive details of the course venue before booking.

Course Dates - EW Certificate - November 2018

Course Dates - EW Certificate - May 2019

Course Dates - EW Certificate - November 2019

Course Dates - EW Certificate - May 2020

Course Dates - EW Certificate - November 2020

The course fee is £745 (plus UK VAT). This includes:

• a bespoke hard copy course manual
• access to an online learning platform that contains:
  • tailor-made webinars
  • eLearning modules
  • self-assessment material
  • distance learning support
• attendance at two days of face-to-face tuition
• examination fees

Additional charges will apply for re-sit exams and deferrals. Please consult the Terms and Conditions of Enrolment. 

Please note that it is mandatory to maintain your STEP subscription whilst you are studying a STEP Certificate or Diploma and you will be invoiced by STEP for your annual fees. For further details regarding membership categories, please visit www.step.org/categories.

Rebecca Sharp

Rebecca qualified as a solicitor in 2003 and completed the STEP Diploma in 2008. Rebecca runs her own practice, RJR Legal Ltd, specialising in wills and estate planning, with a particular focus on long term family estate planning. Read More

Megan Saksida

Megan qualified as a Chartered Accountant in 1993 and started lecturing almost immediately; firstly in the training department in the firm she was with and then externally. Read More

This programme is open entry and is ideal for delegates with little or no experience in the industry, including:

• Legal and trust professionals
• Support staff and paralegals
• Accountants and banking professionals
• Charity specialists
• Tax advisors
• Independent financial advisors
• Executorship administrators

If you would like further information about this qualification, why not come along to one of our Professional Development Open Evenings?

All are welcome to attend and you will have the opportunity to speak with the Course Director.

Our Professional Development Open Evenings will allow you to explore the programmes and development pathways available, whilst providing you with a platform to network with other industry practitioners, and meet members of the CLTI/STEP team.