STEP CPD Learning

STEP CPD Learning courses are designed on-demand to focus on the various and new developments across all practice areas. All courses are delivered Online.

What is STEP CPD Learning?

STEP CPD Learning courses are developed on-demand to cover technical and non-technical subjects that STEP members deem relevant to their practice. The courses are very topical and they are delivered online. Enrolment is on a rolling basis so you can access and study the materials without waiting for set course dates. There is also no assessment at the end of the course. Two courses are currently enrolling - FATCA: Law & Practice, and CRS: Law & Practice. 

The courses are suitable for:

  • STEP members/TEPs
  • Professionals working in the international trusts industry
  • Those working in the private banking and wealth management industry, including financial advisors, accountants, senior executives, compliance professionals and operational staff working in financial services firms
  • Individuals working in an international commercial business or organisation
  • Lawyers/legal professionals

1. FATCA: Law & Practice

FATCA: Law & Practice is the first course in the range and takes an average of 10 hours to study to complete. It is designed to help practitioners understand the Foreign Account Tax Compliance Act (FATCA), Intergovernmental Agreements (IGAs), “UK FATCA” and the Common Reporting Standards (CRS).

Course Fee for FATCA: Law & Practice

  • STEP Members: £235
  • Non-STEP Members: £279 

2. CRS: Law & Practice

CRS: Law & Practice is a specialist e-learning course focussed specifically on CRS. The course is designed to be an accessible and practical guide to the common standard on reporting, due dilligence and exchange of information developed by the OECD ahead of first reporting in September 2017. Written by an industry expert, the course considers the impact of CRS on trusts and trustees, as well as its global impact. Bespoke for STEP, it aims to equip practitioners with the necessary technical knowledge together with the practical know-how to advise clients.  The soft copy course material is accessible to students for twelve months.

For more information see course flyer.

Course Fee for CRS: Law & Practice Course

  • STEP Members: £235
  • Non STEP Members: £279

Package Fee for both FATCA and CRS Courses from the STEP CPD Learning range

  • STEP Members: £305
  • Non STEP Members: £349

3. UK Domicile or non-UK Domicile - Why it matters for tax

The recently-enacted Finance Act 2017 has brought about significant change in the law affecting non-UK domiciliaries. This new webinar examines these changes as well as ensuring that practitioners are equipped with the fundamental knowledge needed when dealing with non-UK domiciled clients.

Topics covered include:

  • Types of domicile and their significance.
  • UK tax treatment of non-UK domiciliaries.
  • Business Investment Relief for non-UK domiciliaries.
  • The remittance basis charge and who is affected by it.
  • The significance of mixed funds.
  • Deemed domicile – the new rules and the impact on IT, CGT and IHT.
  • The excluded property trust and the impact of the changes (overview only).
  • IHT changes affecting UK residential property

This webinar will be of interest to all UK-based lawyers, accountants, tax advisors and financial planners dealing with non-UK domiciled clients, as well as their non-UK based counterparts looking for a more detailed understanding of the UK tax position for their international clients.

How to enrol

To enrol, please fill out the CPD booking form.

Course fees:

Existing Delegates* - Webinar only - £50.00

Graduates** - Webinar only - £70.00

STEP Members (all levels)*** - Webinar only - £75.00

Non STEP Members*** - Webinar only - £90.00

*All delegates currently enrolled for the STEP Advanced Certificate in UK Tax for International Clients.

**All delegates who have previously completed the STEP Advanced Certificate in UK Tax for International Clients.

***STEP Members/Non-Members who have not previously completed a STEP qualification.