STEP Advanced Certificate in Administration of Trusts - England and Wales

What does this qualification cover?

• Introduction to the law of trusts
• Classification of trusts
• Fixed interest trusts
• Discretionary trusts
• Resulting trusts
• Constructive trusts
• The requirements for the creation of a valid trust
• The rules against perpetuities and accumulations
• Purpose trusts
• The office of trustee
• Fiduciary and general duties of trustees
• Powers of a trustee
• Breach of trust
• Variation of trusts and setting trusts aside
• Taxation aspects of trusts
• Drafting an effective trust deed

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Syllabus (PDF)

How is it delivered?

The programme is delivered through a combination of online learning and two online workshops and will take four months to complete. We recommend that you spend four to six hours per week on private study for the four months prior to the examination.

There are currently four Diploma options available to you when you study this Advanced Certificate:

1. The STEP Diploma in Trust & Estates – England & Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

• Advanced Certificate in Administration of Estates (E&W)
• Advanced Certificate in Administration of Trusts (E&W)
• Advanced Certificate in Taxation of Trusts and Estates (E&W)
• Advanced Certificate in Trust and Estate Accounting (E&W)

2. STEP Diploma in Advising Vulnerable Clients – England & Wales

This Diploma is awarded on completion of the following three Advanced Certificates:

• Advanced Certificate in Administration of Estates (E&W)
• Advanced Certificate in Administration of Trusts (E&W)
• Advanced Certificate in Advising Vulnerable Clients

3. STEP Diploma in Tax and Estate Planning - England and Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

• Advanced Certificate in Administration of Estates (E&W)
• Advanced Certificate in Administration of Trusts (E&W)
• Advanced Certificate in Taxation of Trusts and Estates (E&W)
• Advanced Certificate in UK Tax for International Clients

4. STEP Diploma in Will Preparation - England and Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

• Advanced Certificate in Administration of Estates (E&W)
• Advanced Certificate in Administration of Trusts (E&W)
• Advanced Certificate in Taxation of Trusts and Estates (E&W)
• Advanced Certificate in Will Preparation

Completing the programme successfully will validate your competence and enhance your expertise in:

• describing the roles, responsibilities, limitations and liabilities of trustees;
• administering a range of different types of trusts appropriately;
• explaining and advising on the use of trusts in a variety of scenarios;
• interpreting trust deeds;

Who would find this qualification useful?

This Advanced Certificate is suitable for a wide range of practitioners and is one of two core papers that make up the following Diplomas for England & Wales:

• STEP Diploma in Advising Vulnerable Clients
• STEP Diploma in Tax and Estate Planning - England and Wales
• STEP Diploma in Trusts and Estates - England and Wales
• STEP Diploma in Will Preparation - England and Wales

What are the entry requirements?

Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

The Diploma that this Advanced Certificate contributes towards provides 120 Diploma Level Credits (each individual Advanced Certificate that makes up this Diploma provides 30 Diploma Level credits). Find out more about how many credits you need to reach Full STEP membership

How long will it take to complete

Advanced Certificates take six months to complete from enrolling to sitting the examination.

How much will it cost?

The course fees for each Advanced Certificate can be found on the CLTI website.

Where is it available?

This course is available in England and Wales only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

Find out more information on enrolment

For enquiries on course enrolment please contact CLTI at cltinternational@centlaw.com or +44(0)121 362 7733. For any other queries regarding professional development please email STEP at pd@step.org.

Successful completion of this course gives you 30 Diploma Level (DL) credits that you can put towards a STEP Diploma. It is one of two core papers that make up the following Diplomas for England & Wales:

• STEP Diploma in Advising Vulnerable Clients
• STEP Diploma in Tax and Estate Planning - England and Wales
• STEP Diploma in Trusts and Estates - England and Wales
• STEP Diploma in Will Preparation - England and Wales

For more information on the specialist streams, please see the STEP Diplomas page.