STEP Advanced Certificate in the Administration of Estates (England and Wales) - London

Enhance your knowledge and skills to deliver holistic advice in England and Wales related to administering estates.

This Advanced Certificate can be taken as part of the STEP Diploma.

Course details

Benefit from in-person teaching with the STEP Administration of Estates (England & Wales) - London course.

This face-to-face format will take place over three-workshops, in August, September and October and will equip practitioners with the technical knowledge and practical skills essential for administering estates in England and Wales. The examination will take place online in November.

Dive deep into estate practice, mastering the laws and procedures involved, through guidance delivered by Julie Bell, a private client expert dealing in all aspects of private client law.

Enhance your professional network by connecting with like-minded professionals from diverse roles and firms and achieve industry recognition with a prestigious qualification, backed by Alliance Manchester Business School and offering 30 Diploma Level credits towards STEP membership, boosting your professional credibility and career prospects.

  • Course fee: £1400 + VAT

This fee covers learning materials, three days of in-person teaching, the final assessment and certification. 

This course is also available in Manchester, UK.

Prefer to study this course online? Then please enrol for the STEP Advanced Certificate in Administration of Estates (England and Wales) online delivery.

Course dates, fees and enrol now:

Entry requirements

60 Entry Level credits which can be achieved through:

  • Completion of a STEP Certificate (30 credits)
  • Previous learning - confirmed through Accreditation of Prior Certificated Learning (APCL) application - 30 credits
  • Work experience - confirmed through Accreditation of Prior Experiential Learning (APEL) - 30 credits

Note: You do not need to apply for APEL or APCL if you already have confirmed, or if you have studied for at least two STEP Certificates previously.

What will I learn?

Administration of Estates course London

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  • The requirements for making a valid will, including different types of wills, foreign property and revocation and alteration of the will
  • The different types of gifts (including legacies and the donatio mortis causa), beneficial entitlement, and the operation of joint wills, mutual wills and secret trusts
  • How to apply for and obtain the grant
  • The duties and responsibilities of the personal representative in administering and distributing the estate
  • The intestacy rules and when they apply
  • The Inheritance (Provision for Family and Dependants) Act 1975
  • The STEP Standard Provisions

Is this course right for me?

This course is ideal for practitioners looking for professional accreditation, 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
  • Tax advisers
  • Independent financial advisers
  • Executorship administrators 

The programme will be delivered through a blend of distance-learning and three in-person workshops in London by one of our expert course tutors.

The course package will provide access to an online learning platform that contains course reading, self-assessment material, distance learning support, attendance at three local workshop days and the examination fee.   

This blended four month course, comprises of online guided study, and three in-person workshops taking place in a central London venue on:

  • Tuesday 6 August 09.30 - 16.30
  • Friday 13 September 09.30 - 16.30
  • Thursday 10 October 09.30 - 16.30

The exam will take place online on Tuesday 5 November 2024

This course is assessed by a five-hour open-book examination comprising multiple choice and essay-style questions. 

Once you have successfully completed this course, you will gain 30 entry-level credits towards STEP membership and be awarded the STEP Advanced Certificate in Administration of Estates (England & Wales)

networking at Administration of Estates course London

Become a member of STEP

This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.

You will need 60 Entry Level credits and if you are not already, you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.

Successful completion of the course will provide 30 Diploma Level credits as part of the STEP Qualification and Membership framework.