Introduced in 2015, the STEP Diploma in Tax and Estate Planning (England and Wales) is ideal for those who would like to develop their expertise further and gain a specialist STEP qualification.
The course comprises the following four Advanced Certificates:
- Advanced Certificate in Administration of Estates
- Advanced Certificate in Administration of Trusts
- Advanced Certificate in Taxation of Trusts and Estates
- Advanced Certificate in UK Tax for International Clients
Delivered through our online learning platform and two face-to-face workshops, the Advanced Certificates in Administration of Estates, Administration of Trusts, and Taxation of Trusts and Estates each take four to six months to complete.
Each Advanced Certificate is assessed via a three-hour, closed-book examination. We recommend that you spend between 4-6 hours each week on personal study for the four to six months prior to the examination. Further information on these Advanced Certificates can be found here.
The STEP Advanced Certificate in UK Tax for International Clients is delivered via our online learning platform and takes five months to complete. The assessment for this Advanced Certificate is a three-hour, closed-book examination based on a pre-seen case study, and we recommend that you spend between 4-6 hours each week on personal study for the five months prior to the examination.
Once you successfully complete this course, you will gain the 120 Diploma Level credits and will be eligible to become a Full STEP Member.