Course description
This STEP Advanced Certificate provides specialised knowledge in UK tax regulations for global clients.
- Gain expert knowledge with practical application through case studies.
- Grow your network of like-minded professionals.
- Earn an industry-recognised certification and obtain 30 Diploma-level credits towards STEP membership.
This Advanced Certificate is awarded in association with Alliance Manchester Business School, the University of Manchester, and can be taken as part of theSTEP Diploma.
Upcoming start dates
Suitability - Who should attend?
This course is suitable for:
- tax advisers
- accountants
- lawyers/solicitors/attorneys
- trust managers
- wealth managers
- trustees/fiduciaries
- trust assistants/officers/administrators
- corporate administrators
- compliance officers/managers
- financial/estate planners
You will need 60 STEP entry-level credits to enrol onto this course or be a member of STEP. See STEP's Qualifications and Membership to understand how to apply.
You will also need an understanding of the basic tax rules as they apply to UK clients and basic trust law.
Outcome / Qualification etc.
By the end of this course, you will be able to:
- describe accurately the concept of domicile
- give guidance on a client’s residence status
- identify where trusts and companies are resident
- discuss the details of income, capital gains and inheritance taxes and their relevance and application to the international client
- demonstrate to international clients how they can benefit from the ‘remittance basis’
- identify both ‘elephant traps’ and wealth preservation opportunities in dealing with international client tax planning
- explain the potential benefits and pitfalls of offshore trusts and offshore holding companies for the international client, and advise them upon the income, capital gains and inheritance tax consequences
Course delivery details
This course runs twice a year in January and July.
It is a flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- three recorded online sessions
- three live online sessions (each lasting one and a half hours)
The course is assessed by a five-hour open-book examination (based on a pre-seen case study which is released 48 hours ahead of the 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 UK Tax for International Clients.
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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...