STEP Advanced Certificate in Administration of Estates - England & Wales

We have committed to delivering all courses that are taking place from July until the end of December 2020 ONLINE, in response to the situation relating to COVID-19 — including workshops, revision classes and assessments. Watch this space to learn how we are supporting our students through the transition to the online environment.

This qualification will help those involved with the administration of estates to understand the processes and common issues that arise. It is also useful for any professionals whose work brings them into contact with probate practitioners, such as will writers and estate planners, whose advice to clients depends on understanding the impact of any decisions made in advance.

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Our training partner CLT International provides a range of courses for those working in the trust and estates industry.

What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Validity of the will
  • Types of will accounts
  • Interpreting the clauses in a will
  • Revocation and alteration of a will
  • Beneficiaries and beneficial entitlement
  • Donation Mortis Causa
  • Intestacy
  • Applying for the grant
  • Obtaining the grant
  • Administration of the estate
  • Joint wills, mutual wills and secret trusts
  • The Inheritance (Provision for Family Dependents) Act 1975
  • Post-death variations
  • Election and satisfaction
  • Foreign property and wills

How is it delivered?

We have committed to delivering all courses that are taking place from July until the end of December 2020 ONLINE, in response to the situation relating to COVID-19 — including workshops, revision classes and assessments. Watch this space to learn how we are supporting our students through the transition to the online environment.

How can this Advanced Certificate be used towards a STEP Diploma?

There are currently four Diploma options available to you when you study this Advanced Certificate:

1. The STEP Diploma in Trust & Estates – England & Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

  • Advanced Certificate in Administration of Estates (E&W)
  • Advanced Certificate in Administration of Trusts (E&W)
  • Advanced Certificate in Taxation of Trusts and Estates (E&W)
  • Advanced Certificate in Trust and Estate Accounting (E&W)

2. STEP Diploma in Advising Vulnerable Clients – England & Wales

This Diploma is awarded on completion of the following three Advanced Certificates:

  • Advanced Certificate in Administration of Estates (E&W)
  • Advanced Certificate in Administration of Trusts (E&W)
  • Advanced Certificate in Advising Vulnerable Clients

3. STEP Diploma in Tax and Estate Planning - England and Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

  • Advanced Certificate in Administration of Estates (E&W)
  • Advanced Certificate in Administration of Trusts (E&W)
  • Advanced Certificate in Taxation of Trusts and Estates (E&W)
  • Advanced Certificate in UK Tax for International Clients

4. STEP Diploma in Will Preparation - England and Wales

This Diploma is awarded on completion of the following four Advanced Certificates:

  • Advanced Certificate in Administration of Estates (E&W)
  • Advanced Certificate in Administration of Trusts (E&W)
  • Advanced Certificate in Taxation of Trusts and Estates (E&W)
  • Advanced Certificate in Will Preparation
What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your expertise in:

  • describing the responsibilities of personal representatives;
  • managing testate, intestate, solvent and insolvent estates appropriately;
  • explaining how IPFDA 1975 claims are assessed by courts;
  • understanding the potential issues around estates which involve foreign wills or property
Entry advice and requirements

As part of the STEP Qualifications and Membership Framework (QMF), you will need to have 60 Entry Level credits to enrol on to this Advanced Certificate. Entry Level credits can be gained through completion of Entry Level Certificates and/or accreditation of prior certificated or experiential learning.

How many STEP membership credits does this course provide?

The Diploma that this Advanced Certificate contributes towards provides 120 Diploma Level Credits (each individual Advanced Certificate that makes up this Diploma provides 30 Diploma Level credits). Find out more about how many credits you need to reach Full STEP membership

Further course details

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

What are the entry requirements?

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

For information on the next available course dates and locations, please visit the CLTI website.

How do I apply?

Find out more information on enrolment

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

 

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Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

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