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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 Advanced Certificate in Administration of Estates
Gain comprehensive knowledge of estate administration processes, from initial steps of preparing a will to the distribution of assets, tailored to your local jurisdiction.
England & Wales
STEP Advanced Certificate in Administration of Trusts
Learn the intricacies of trust administration, including legal requirements and practical applications, ensuring you can manage trusts effectively.
England & Wales
STEP Advanced Certificate in Taxation of Trusts and Estates
Understand the complex tax issues that arise in trust and estate practice, with specific content relevant to local tax laws and regulations.
England & Wales
Scotland
STEP Advanced Certificate in Trust and Estate Accounting
Master the principles of accounting for trusts and estates, enhancing your ability to provide precise and reliable financial advice.
England & Wales
Advanced Certificate in Will and Executries: Law and Practice
Improve your technical knowledge of the issues arising in relation to the administration of wills and executries and the laws and procedures involved.
Scotland
STEP Advanced Certificate in Trusts: Law and Practice (Scotland)
Covering the essential features and parties to a trust, trust classifications and procedures involved for the creation of a trust plus more.
Scotland
STEP Advanced Certificate in Trust and Executry Accounting (Scotland)
Master the principles of accounting and understand how and why trustees and executors should keep accounts, the law in governing investments and distributing a trust fund.
Scotland
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.