STEP Certificate in Trusts and Estates (England and Wales)
Get equipped with the knowledge and expertise to excel in the field of trusts and estates.
Course details
The STEP Certificate in Trusts and Estates (England and Wales) introduces you to the fundamental legal and practical matters involved in the administration of trusts and estates.
- Enhance your professional profile with an industry-recognised qualification.
- Grow your network of like-minded professionals.
Awarded in association with Alliance Manchester Business School, the University of Manchester.
To take this course you need to be a member of STEP. Find out more about how to join STEP here.
Course dates:
- 12 January 2026
- 06 July 2026
Course fees: £1000 + local taxes
You may also be interested in:
STEP Advanced Certificate in Administration of 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.
The STEP Diploma
The Trusts and Estates (England & Wales) route to the STEP Diploma comprises four Advanced Certificates. All practitioners working in the field of trusts and/or estates will benefit from this qualification – from accountants, to lawyers, bankers, trust professionals, wealth managers, and others.
Become a member of STEP
To take this course you need to be a member of STEP.
What will I learn?
- The development of the English legal system and the roles of various people within it
- The different types of legislation and how statute is interpreted by the courts
- The creation, constitution and characteristics of a trust
- The parties to a trust
- The rules for making a valid will
- The administration process for an intestate estate
- The distribution of an estate
- The main features of trust and estate accounts
- Who is entitled to receive and approve trust and estate accounts
- The tax regimes applicable to individuals, personal representatives and trustees (income tax, capital gains tax and inheritance tax)
- Tax exemptions, reliefs and liabilities
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 two online workshops and a virtual classroom led by a subject matter expert.
The course is assessed by way of an online examination.
Once you have successfully completed this course, you will be awarded the STEP Certificate in 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:
- 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:
- legal and trust professionals
- support staff and paralegals
- accountants and banking professionals
- charity specialists
- tax advisers
- independent financial advisors
- executorship administrators
What learners say:
The online sessions were very helpful and motivational.
This is a fantastic course that covers everything you need to tackle trusts! The materials are in depth and the webinars and workshop days which support them are so helpful, very useful clear and well delivered. This has filled in gaps in my knowledge and understanding and clarified many areas, it has helped me significantly and I am so pleased I decided to start this journey with STEP.
