STEP Advanced Certificate in UK Tax for International Clients
Gain a global perspective on UK tax regulations, practical insights through case studies, and an industry-recognised certification.
Course details
This course provides practitioners with the technical knowledge on the UK tax issues that need to be considered when advising private clients who have an international element to their affairs.
- Gain in-depth expertise: Improve your technical knowledge of impact of UK tax on a non-UK domiciled UK resident individual; trustees, settlors and beneficiaries of a non-UK resident trust; and participators in a non-UK holding company.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
- 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.
Course fees: £1045 + local taxes
You may also be interested in:
STEP Advanced Certificate in Taxation of Trusts and Estates (England and Wales)
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.
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.
What will I learn?
- Domicile and residence of individuals, trusts and companies
- The relevance and application of income tax, capital gains tax and inheritance tax to international clients
- The remittance basis
- Traps and opportunities with international client tax planning
- Advantages tax and disadvantages of offshore trusts and offshoring holding companies
- Tax efficient methods of funding the purchase of a UK family home
- The General Anti-Abuse Rule
Please note:
At the May and November 2026 examination sittings, we will cover the 2025/26 tax year (Finance Act 2025).
Become a member of STEP
To take this course you need to be a member of STEP at Affiliate level or higher.
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 fee includes attendance at three online virtual classrooms 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 UK Tax for International Clients.
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?
This course is suitable for professionals who deal with non-UK domiciled clients or non-UK resident trustees, and professionals working outside of the UK who need a more detailed understanding of the tax position of their UK-connected international clients.
Students of this course typically include::
- tax advisers
- accountants
- lawyers/solicitors/attorneys
- trust managers
- wealth managers
- trustees/fiduciaries
- trust assistants/officers/administrators
- corporate administrators
- compliance officers/managers
- financial/estate planners
You will be expected to have an understanding of the basic tax rules as they apply to UK clients and basic trust law.
