STEP Advanced Certificate in Trust and Estate Accounting (E&W)

A good understanding of accounting principles is important for anyone administering an estate or trust. This course starts with basic principles and then focuses on how they apply to the various tasks that trustees and personal representatives need to carry out.

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What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Basic Principles
  • Capital and Income
  • Estate Accounts
  • Trust Accounts
  • Relevant Property Trusts
  • Trusts for Children
  • Trust Administration
  • Valuation
  • Apportionments
  • Abatement
  • Insolvency
  • s41 Administration of Estates Act 1925 and Appropriation of Assets

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 this Advanced Certificate and final assessment is via 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:

  • Explaining how and why trustees and personal representatives should keep accounts
  • preparing and maintaining accounts
  • describing Capital and Income Accounts and how tax or fees are attributed and charged to them

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