Information Session: The STEP Diploma - Trusts and Estates in England & Wales Pathway

Join course tutor Rebecca Roscoe on Thursday 4th December at 1PM GMT for a virtual information session exploring the Trust and Estates in England & Wales pathway to gaining the STEP Diploma.

Join course tutor Rebecca Roscoe for a virtual information session exploring the STEP Diploma - Trusts and Estates in England and Wales pathway. 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.