About this course
Master the trust concept and trustee responsibilities required to deliver advice in Scotland. Take a step closer to the STEP Diploma with the STEP Advanced Certificate in Trusts: Law and Practice (Scotland).
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in Scotland relating to trusts law.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in relation to trusts and the laws 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, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- The essential features and parties to a trust
- The classification of different types of trusts
- The requirements and procedure involved for the creation of a trust
- The different rules applicable to the formation and operation of the liferent trust, the discretionary trust and the charitable trust
- The office, duties and powers of trustees and other fiduciaries
- The general principles of liability and appropriate remedies and defences for breach
- The means of varying the terms of private and public trusts
- The general principles of drafting trust documentation
- Matters relating to risk management for trust advisers
Recent reviews
Feedback from exams is essential. All exams across all modules should have feedback. It is very hard to understand the marks given if no 'model' answers or feedback is provided.
Agne B19 Dec 25