STEP Advanced Certificate in Administration of Trusts - England and Wales

This qualification will help those involved with the creation and administration of trusts to understand the many types of trusts and the core responsibilities of various parties to a trust.

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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
  • 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

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. The final assessment is a 3-hour examination. 

What are the benefits to me and my employer?

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;

Entry advice and requirements

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

For full details please visit the Diplomas page.

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 England and Wales 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

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. 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.