Course details
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in Scotland relating to wills and executries.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in relation to the administration of wills and executries and the laws and procedures involved.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
- Build valuable connections: Network with like-minded professionals in varied roles and firms.
- Industry recognition: A recognised ‘gold-standard’ professional qualification for those working in the industry. Successful completion provides 30 Diploma Level credits towards STEP membership, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
Course dates, fees and enrol now:
Entry requirements may apply. Applicable local taxes and discounts will be added to your basket on checkout.
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.
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.
What will I learn?
- The requirements for making a valid will in Scotland
- The statutory rules that apply to the interpretation and implementation of wills prepared in Scotland
- The standard clauses to be included in a well drafted will
- How to draft an appropriate will
- The statutory provisions governing powers of attorney and guardianship
- The procedure from death to close of an executry
- The requirements of HMRC in relation to inheritance tax
- The statutory framework that governs intestate estates in Scotland and how to administer same
- The purpose, legal framework and considerations for deeds of variation
- The purpose, typical structure and entitlement to executry accounts
Is this course right for me?
This course is suitable for:
- legal and trust professionals
- support staff and paralegals
- accountants and banking professionals
- tax advisers
- independent financial advisers
- executorship administrators
Course format
This course runs twice a year.
A flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- two, full-day, online workshops
This course is assessed by a five-hour open-book 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 Wills and Executries: Law and Practice (Scotland).
