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.
Course fees: £1000 + local taxes
Course dates, fees and enrol now:
Applicable local taxes and discounts will be added to your basket on checkout.
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.
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.
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 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 gain 30 Entry Level credits towards STEP membership and be awarded the STEP Certificate in Trusts and Estates (England and Wales).
