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. 
  • Earn 30 Entry Level credits towards STEP Membership.

Awarded in association with Alliance Manchester Business School, the University of Manchester.

STEP certificates

Course dates, fees and enrol now:


Applicable local taxes and discounts will be added to your basket on checkout.

View course dates

Become a member of STEP

This course is open-entry and therefore anyone is eligible to enrol.

This is a STEP qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies. STEP will contact you regarding membership 6-8 weeks after course enrolment. 

Successful completion of this course will provide 30 Entry Level credits towards membership.


STEP Certificate

This qualification is open-entry and provides 30 Entry Level credits towards STEP Membership.

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

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 

Course format

This course runs twice a year.

A flexible, part-time, four-month course, comprising: 

  • online guided study, including self-assessment questions 
  • two online workshops 

The course is assessed by a five-hour open-book written examination and students must achieve at least 50% to pass. 

Once you have successfully completed this course, you will gain 30 Entry Level credits towards STEP membership and be awarded the STEP Certificate in Trusts and Estates (England and Wales).