Description
Provides practitioners with the technical knowledge and practical skills required to deliver advice in England and Wales relating to administering trusts.
This Advanced Certificate can be taken as part of the STEP Diploma.
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in England and Wales relating to administering trusts.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in trust practice and the law and procedures involved.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
- Build valuable connections: Network with like-minded professionals in varied roles and firms.
- Industry recognition: A recognised ‘gold-standard’ professional qualification for those working in the industry. Successful completion provides 30 Diploma Level credits towards STEP membership, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- The essential features of trusts
- The classification of different types of trusts
- The requirements for the creation of a valid express private trust
- The different rules applicable to the formation and operation of express trusts, implied trusts and private and charitable purpose trusts
- The principles of the taxation of trusts
- The duties and powers of trustees and other fiduciaries
- The general principles of liability and appropriate remedies and defences for breach
- Variation of trusts, remedies for mistake and setting trusts aside
- Administration of trusts, including registration, trustee remuneration and indemnity for expenses
- The STEP Standard Provisions
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