This session will provide an overview of the qualification, its structure, and how it can support your professional development in the UK private client sector.
What we’ll cover:
- Trusts and estates in England and Wales – core principles, key developments, and their practical application.
- How a STEP qualification can enhance your career and lead to TEP status, the global mark of excellence in trusts and estates.
- An overview of the Trusts and Estates in England and Wales pathway, including the four Advanced Certificates in:
- Administration of Estates
- Administration of Trusts
- Taxation of Trusts and Estates
- Trust and Estate Accounting
- Your study journey – course structure, key dates, and assessment information.
- How to enrol and get started.
