• Arm you with a recognised qualification
• Enhance your ability to deliver sound, consistent and holistic advice to clients as a “trusted advisor”
• Build your reputation and your business
• Fulfill your annual STEP and SRA CPD requirements
• Enable those who are not already members of STEP to become an Affiliate of the Society.

The Certificate includes the following modules:

• Will preparation as a business
• The process of will preparation
• Client interviews and taking instructions
• Mental capacity and undue influence
• The foreign element
• Joint property
• Inheritance Act 1975 claims
• Tax 1: general issues
• Tax 2: specific issues
• Drafting the will 1
• Drafting the will 2
• Non-standard wills
• The execution of the will
• Traps you must be aware of in preparing a will
• Miscellaneous law

For further information see www.clt-stepwillscert.co.uk.

Lecturers

Martyn Frost FCIB TEP is a consultant with the estates and trusts department of Lane-Smith & Shindler LLP in Manchester and formerly Head of Fiduciary Standards for Barclays Bank Trust Company. Martyn was recently Deputy Chair of STEP, an editor of the Trust Quarterly Review and the Wills and Trusts Law Reports.

Toby Harris LLB CTA TEP practiced for 30 years as a solicitor and now practices as a Chartered Tax Advisor and Trust and Estate Practitioner. Toby is Chairman of the STEP Estates and Trusts Committee. Toby drafted the original course material for the STEP Taxation of Trusts and Estates Diploma paper and has published widely.