Course description
Get technical knowledge and practical skills in trust and estate taxation. The course covers income tax, capital gains tax and inheritance tax. This Advanced Certificate can be taken as part of the STEP Diploma.
- Study for a gold standard professional qualification, recognised across the globe.
- Gain technical know-how and practical skills through bespoke course material written with your professional needs in mind.
- Learn from examples and case studies of the type you encounter in your day-to-day practice. With topics including lifetime gifts, income tax, capital gains tax and inheritance tax, the material is contemporary and relevant, ideal for the modern practitioner.
This course is worth 30 Diploma-level credits towards your STEP membership or further studies.
The course is subject to the rigorous quality assurance procedures of Alliance Manchester Business School, a faculty of the University of Manchester.
Upcoming start dates
Suitability - Who should attend?
Ideal for practitioners moving into or already working within the trusts and estates profession.
Students of this course typically include:
- legal and trust professionals
- support staff and paralegals
- accountants and banking professionals
- charity specialists
- tax advisers
- independent financial advisers
- executorship administrators
Applicants must have obtained 60 STEP entry-level credits to enrol on this course
OR
Be a member of STEP.
It is assumed that applicants have, as a minimum, experience and knowledge of succession and estate administration in their own jurisdiction and will have a working knowledge of Excel.
Outcome / Qualification etc.
On completion of this qualification, you will be able to:
- advise on the taxation of each trust type
- explain, advise, and comment on the use of the trust in modern tax planning
- understand and interpret the legal complexities and language pertinent to trust deeds
- advise on the tax implications and legal considerations of making lifetime gifts and gifts made in contemplation of death
- advise on taxation issues relating to the transference of private client wealth, specifically inheritance tax and capital gains tax, and how the burden of taxation can be minimised
Course delivery details
This course is available for study twice annually, with intakes beginning in January and July (and assessments taking place in May and November).
The course is delivered online, with a combination of independent self-study and attendance at three live online workshops.
Enrolment onto this course will include the following:
- access to the online learning platform containing:
o bespoke downloadable course manual
o self-assessment tools
o distance learning support
o three live online workshops
- assessment fees
The course is assessed by way of an end of course six-hour open-book written examination.
Once you have successfully completed this course, you will gain 30 Diploma-level credits towards STEP membership and be awarded the STEP Advanced Certificate in Taxation of Trusts and Estates (England and Wales).
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...