Advanced Certificate in Trusts: Law & Practice (Scotland)

The Advanced Certificate in Trusts: Law & Practice is designed to help practitioners explain the use of trusts in modern tax planning, to clients or peers. It is suitable for professionals involved with the creation and administration of trusts, whether directly or indirectly.

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What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Introduction to the Law of Trusts (1)
  • Introduction to the Law of Trusts (2)
  • The Creation of a Trust
  • The Liferent Trust
  • The Discretionary Trust
  • The Charitable Trust
  • The Office of Trustee
  • Trustees' Duties
  • Trustees' Powers
  • Breach of Trust
  • Variation of Trusts
  • Effective Trust Drafting
  • Risk Management for Trust Advisers

You can see a more detailed syllabus here

How is it delivered?

The Advanced Certificate is delivered through a blend of distance learning and face-to-face workshops. Delegates should allow four to six months to complete it.

What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your ability to:

  • manage risk by understanding the trust concept, parties to a trust and procedures
  • understand and interpret the legal complexities and language pertinent to trust deeds
  • explain trustees' duties, powers and limitations

Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate and the Diplomas that it is included in, is suitable for a wide range of practitioners. Past graduates have included members of the accountancy, banking, legal and trust professions (at all levels); charity specialists; a wide range of support staff and paralegals; tax advisors; independent financial advisors and executorship administrators

What are the entry requirements?

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

Further course details

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 Scotland only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

How do I apply?

Register online or download and return the enrolment form (PDF 249KB)

Help and advice

If you have any queries and would like to speak to someone you can either call CLTI on +44 (0)121 362 7733 or email pd@step.org

Specialist Diplomas

Successful completion of this course gives you 30 Diploma Level (DL) credits that you can put towards a STEP Diploma. This Advanced Certificate is included in the following diplomas:

  • STEP Diploma in Tax and Estate Planning - Scotland
  • STEP Diploma in Trusts and Estates - Scotland

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