STEP Diploma Recommended Route for Tax Advisors

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Are you a tax professional wanting to grow your client base and level up your career?

Now is the perfect time to advance your knowledge and deepen your trust and estate practice expertise. By completing our recommended STEP Advanced Certificates:

  • Administration of Estates
  • Administration of Trusts
  • Taxation of Trusts and Estates
  • Trust and Estate Accounting
  • Advanced Certificate in Will and Executries: Law and Practice (Scotland)
  • Advanced Certificate in Trusts: Law and Practice (Scotland)
  • Advanced Certificate in Trust and Executry Accounting (Scotland)

you will gain a comprehensive understanding of your local ever-changing tax landscape, and achieve the prestigious full STEP Diploma.

You can take your learning to the next level – our qualifications are designed with local jurisdictional content, tailored specifically for England & Wales or Scotland, ensuring you gain the technical knowledge necessary to provide holistic and trusted advice to your clients.

STEP Diploma
STEP and CLTI logo

Why complete the STEP Diploma?

Enhance Your Knowledge: Deepen your understanding of the issues arising in trust and estate practice.

Increase Your Credibility: Earn the TEP qualification, recognised globally as the hallmark of expertise in the field.

Broaden Your Opportunities: Position yourself as a trusted advisor capable of providing comprehensive and holistic advice to your clients.

Stay Local: Each qualification is tailored to the legal and tax environments of England and Wales or Scotland

Take the next step in your professional journey. Complete the full STEP Diploma and solidify your role as an expert in trust and estate practice.

Take your next STEP and enrol today

Enrol now and move closer to earning your STEP Diploma.