STEP Advanced Certificate in Trust Disputes

This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can lead to trust litigation.

This course can be taken as part of The STEP Diploma.

Course details

This course provides practitioners with the technical knowledge and practical skills required to avoid and better manage trust disputes. 

  • Gain in-depth expertise: Improve your understanding of the themes that are commonly encountered in relation to trust disputes to enable you to anticipate and avoid issues, reducing the risk and need of litigation. 
  • Practical focus: Practical advice and guidance written by practitioners, for practitioners.
  • Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world. 
  • Industry recognition: Awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
Awarded in association with AMBS

Course dates, fees and enrol now:

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.

Customised Pricing and Group Rates

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.

Enquire now via our Corporate Solutions team

Instalment Plans

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.

Become a member of STEP

To take this course you need to be a member of STEP at Affiliate level or higher.

What will I learn?

  • Recurrent themes and key principles in trust disputes
  • Different causes of trust disputes
  • Measures to protect parties in anticipation of trust disputes
  • Preventative actions to avoid trust litigation
  • Post-litigation safeguards for involved parties
  • Issues to consider in cross-border litigation
  • The potential risks involved in the creation and administration of trusts and how to manage and avoid them

Course format

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:

  • bespoke course reading
  • self-assessment tools
  • supporting material

The course is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission.

Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Trust Disputes.

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:

  • Eco-friendly – reducing paper use and our carbon footprint
  • Secure – each certificate includes a QR code for instant verification
  • Convenient – easy to access, store, and share

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

Is this course right for me?

The course is designed for all professionals involved in the creation and administration of trusts.

Students of this course typically include:  

  • trust officers/administrators
  • trust managers
  • trustees/fiduciaries
  • corporate administrators
  • lawyers/solicitors/attorneys
  • wealth managers
  • financial/estate planners
  • accountants
  • tax advisors
  • compliance officers/managers
  • bankers