This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in England and Wales relating to administering trusts.
This Advanced Certificate can be taken as part of the STEP Diploma.
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in England and Wales relating to administering trusts.
Course fees: £1,150 + local taxes
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If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
Our courses can become oversubsribed quickly and places are allocated on a first come, first served basis. We advise that you book early to ensure you receive your requested workshop dates and to check the dates as soon as you receive your booking confirmation email.
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
To take this course you need to be a member of STEP at Affiliate level or higher.
This course is available for study twice a year and takes four months to complete. It is delivered online.
Enrolment onto this course will include access to an online learning platform containing:
The course fee includes attendance at three online workshops led by a subject matter expert.
The course is assessed by way of a five-hour open-book examination.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Administration of Trusts (England and Wales).
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
This course is ideal for practitioners looking for professional accreditation, moving into or already working within the trusts and estates profession.
Students typically include:
The STEP course provided the learning experience I was hoping to achieve. It compounded the knowledge I already had and filled in any gaps that I didn't know that I had. It also was comprehensive enough to cover a vast topic in great detail but was also easy to follow and understand to ensure that it was not overwhelming or confusing. I recommend this course to anyone who would like to learn more about Trusts in England and Wales.
The sessions were engaging and easy to follow.
The teaching workshops were very engaging, and went at a really good pace - fast enough to cover the material needed, but also with enough time to consider points in detail and group discussions. The manual is also a great resource, and I found the online self-assessment questions a very useful tool to check my understanding.
STEP Advanced Certificate in Taxation of Trusts and Estates (England and Wales)
