About this course
Get equipped with the knowledge and expertise to excel in the field of trusts and estates.
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.
- Awarded in association with Alliance Manchester Business School, the University of Manchester.
What you will learn
- The development of the English legal system and the roles of various people within it
- The different types of legislation and how statute is interpreted by the courts
- The creation, constitution and characteristics of a trust
- The parties to a trust
- The rules for making a valid will
- The administration process for an intestate estate
- The distribution of an estate
- The main features of trust and estate accounts
- Who is entitled to receive and approve trust and estate accounts
- The tax regimes applicable to individuals, personal representatives and trustees (income tax, capital gains tax and inheritance tax)
- Tax exemptions, reliefs and liabilities
Recent reviews
Becky was very clear and informative and added a lot of background and examples to what i had read in the modules
orla M13 Aug 26
Good course materials and the workshop was very useful
Dawn D10 Aug 26
Great presentation style and speed of presentation. Engaging and informative without being overwhelming. Thank you
stacey h10 Aug 26