The will preparation qualification allows draftsmen of will to offer an excellent. Our training partner CLT International offers a range of courses for. The Code is a set of ethical principles that openly demonstrate the standard of transparency and service you can expect from a STEP member preparing your will. Wills drafting is not officially regulated in England and Wales, however, by using a will preparer who is subject to the STEP Code for Will Preparation in England and Wales, you will know that you are taking all necessary steps to plan for the future of your assets.
The course covers law and best practices in relation to the preparation of the will, allowing you to provide clients with high-quality and technical wills. By improving your customer-facing skills, you will be able to offer your customers a holistic and comprehensive service that meets the highest levels of competence and professional standards. This course provides professionals with technical knowledge and practical skills in trust and inheritance taxes. It covers income tax, capital gains tax, and inheritance tax, as they apply to transactions that a trust and real estate professional is likely to encounter in practice.