STEP Diploma in Trusts and Estates - England and Wales

This industry standard diploma focuses on the study of the law and procedures in trust and estate administration, tax and accounting.

Delivered in association with Alliance Manchester Business School, a collaboration between STEP and CLT International (CLTI).

Studying for the STEP Diploma in Trusts & Estates is challenging but well worth it. The knowledge I have gained from my studies has been invaluable in terms of my day to day job as a Private Client Solicitor

Mrs Shella Glanfield, Assistant Solicitor, Mercers

What does this qualification cover and how is it delivered?

What does this qualification cover?

The Diploma comprises the following four Advanced Certificates:


How is it delivered?

Each Advanced Certificate is delivered through a blend of distance learning and face-to-face workshops. In order to pass, you must successfully complete a three-hour closed-book examination in each of the papers.

Students should allow a minimum of four months to complete each exam on a part-time basis.

What are the benefits to me and my employer?

How will I benefit from this course?

  • The STEP Diploma in Trusts and Estates provides both an academic and a professional qualification recognised by the industry.
  • It develops an appreciation of the issues that arise in trust and estate practice and gives practical knowledge of the law and procedures involved.
  • To enhance your ability to give holistic advice to clients as a “trusted advisor”.
  • To develop your own academic and professional competence.
  • To provide a route to Full membership of STEP, allowing use of the TEP designation.

How will my employer benefit?

Successful completion of the Diploma will enable you to:

  • Demonstrate knowledge of the most up-to-date issues affecting trusts and estates;
  • Provide your clients with assurance that you are a highly qualified trust and estate practitioner and trusted advisor;
  • Provide your practice with a competitive edge by employing TEP qualified practitioners.

Entry advice and requirements

Who would find this qualification useful?

The range of practitioners currently taking the course includes 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 to the Diploma depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

Exemption is also possible from a maximum of two Diploma papers, depending upon prior qualifications.

Further course details

How much will it cost?

The current course fee is £800* (plus UK VAT) per Advanced Certificate for the May and November 2020 exam sittings, with attendance at an optional Revision Day for an additional £150 (+ UK VAT) (including lunch and refreshments).

This includes:

  • bespoke hard copy course manual
  • access to an online learning platform containing:
    • self-assessment material
    • distance learning support
  • attendance at two days of face-to-face tuition
  • examination fees

*Forthcoming Fee Alteration:

There will be a change to the course structure from the May 2021 sitting, with the Revision Day being incorporated into the course for all delegates. The course fee will then rise to £950 + VAT.

Please note that it is mandatory to maintain your STEP subscription whilst you are studying a STEP Certificate or Diploma and you will be invoiced by STEP for your annual fees. For further details regarding membership categories, please visit

Where is it available?

Examinations are held at a number of venues across the UK. You can browse venues and exam dates on the CLTI website

When are the start dates?

For full course dates visit the CLTI website

How do I apply?

Register online or download and return the enrolment form (PDF 633KB)

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

CPD Policy

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

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CLT International

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

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We offer a range of member categories to suit your professional requirements, qualifications and experience.

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