Get technical knowledge and practical skills in trust and estate taxation. The course covers income tax, capital gains tax and inheritance tax. 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 the taxation of trusts and estates.
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.
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.
Please note:
At the May and November 2026 examination sittings, we will cover the 2025/26 tax year (Finance Act 2025).
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 six-hour open-book examination.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Taxation of Trusts and Estates (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
Ideal for practitioners moving into or already working within the trusts and estates profession.
Students of this course typically include:
You will need a working knowledge of Excel for this course.
The STEP course offered by CLTI has enabled me to provide a more targeted area of service to existing clients - helping them understand areas of advice that before I would have needed to seek third party input.
The taxation of trusts and estates course has really enhanced my knowledge around succession planning. As a financial planner this can only benefit my clients.
Successful completion of a STEP qualification (England and Wales) does not by itself lead to a licence to practice probate or other reserved activities. Some STEP qualifications are recognised by ICAEW and CLC for those applying to be a Licensed Probate Practitioner.
For further information please see the following links:
STEP Advanced Certificate in Trust and Estate Accounting (England and Wales)
