Course description
The STEP Certificate in Trusts and Estates (England and Wales) introduces you to the fundamental legal and practical matters involved in the administration of trusts and estates.
- Enhance your professional profile with an industry-recognised qualification.
- Grow your network of like-minded professionals.
- Earn 30 entry-level credits towards STEP Membership.
Awarded in association with Alliance Manchester Business School, the University of Manchester.
Upcoming start dates
Suitability - Who should attend?
This course is suitable for:
- legal and trust professionals
- support staff and paralegals
- accountants and banking professionals
- charity specialists
- tax advisors
- independent financial advisors
- executorship administrators
Outcome / Qualification etc.
By the end of the course, you will be able to:
- explain how the English legal system developed, and distinguish between the roles of the various persons within it
- explain the different types of legislation, how statute is interpreted by the courts, and how EU legislation is applied in English law
- describe how the law of trusts has developed and the parties to a trust
- explain the legal requirements of creating and constituting a trust
- explain the rules for making a valid will and the administration process for an intestate estate
- Identify the main features of a set of estate accounts and know who is entitled to receive estate accounts and why
- identify the three tax regimes applicable to individuals, personal representatives and trustees, and know when each falls due
- explain the applicable tax exemptions and reliefs
Course delivery details
This course runs twice a year in January and July.
A flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- two online workshops
This course is assessed by a one-hour multiple choice examination.
Once you have successfully completed this course, you will gain 30 entry-level credits towards STEP membership and be awarded the STEP Certificate in Trusts and Estates (England and Wales).
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...