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Qualifications and Training
We design and deliver a range of qualifications and training courses designed for practitioners working the private wealth and fund management industries, whether you are new to the profession, developing your broader knowledge and skills, or wanting to take the next step in your career.
We are the primary training provider for STEP, the global professional association for those advising families across generations. Visit STEP Qualifications and Membership to explore the range of learning available.
Alternatively, you can explore our Fund Administration Training, or contact our Customer Services and Admissions team to discuss.
Course Listings
Taxation of Trusts and Estates (Northern Ireland) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice.
Principles of International Taxation, AML and Compliance Set 2 - Tax and compliance
The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.
Principles of International Taxation, AML and Compliance - China Set 2 - Tax and compliance
The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.
Taxation of Trusts and Estates (England and Wales) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice. This Advanced Certificate can be taken as part of the STEP Diploma.
Taxation of Trusts and Estates (Scotland) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation as it applies to and in Scotland. This Advanced Certificate can be taken as part of the STEP Diploma.
UK Tax for International Clients Set 2 - Tax and compliance
This course covers the UK tax issues that need to be considered when advising private clients who have an international element in their affairs. This area of law has undergone significant changes in recent years. This Advanced Certificate can be taken as part of the STEP Diploma.