SIG Related Qualifications

Qualifications offered by STEP with specific relevance to Special Interest Group members.

STEP Advanced Certificate in Cross-Border Estates

A specialist qualification that offers you a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.

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STEP Advanced Certificate in Family Business Advising

This Advanced Certificate is designed for those working with a family business from their profession of origin, looking for practical skills they can implement immediately.

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STEP Advanced Certificate in UK Tax for International Clients

This qualification is designed for those who need a detailed understanding of their UK-connected international clients’ tax position.

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STEP Advanced Certificate in Advising Vulnerable Clients

A comprehensive programme for professionals advising those with issues of mental and physical incapacity.

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STEP Advanced Certificate in Trust Disputes

This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can lead to trust litigation.

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STEP Certificate in Foundations

This is a specialist qualification for professionals involved in the wealth planning industry designed to enable them to understand, establish and administer foundations.

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Qualified Practitioner Route to STEP Membership: Cross-Border Estates Prize

A route to membership for trust and estate practitioners who have established themselves in their field with a Cross-Border Estates Special Interest Group essay topic option and associated award.

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