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Estate planning and Trusts Qualification

Can someone advise on the best qualifcation to obtain for Estate Planning and Trusts

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I am looking for advice on the best qualification/ couse to undertake to allow me to work with clients on estate planning and trusts. Does anybody have any recommendations?

I have completed the SWAT qualification on Probate and Estate Administration and my accountancy practice offers the basic service, but I am now looking for more detailed knowledge and wanted to ask if anybody is able to recommended a course/ qualification.

Thanks for your help in advance.

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By Jane Evans
04th Jan 2019 15:36

I would say take the personal tax and trusts route of CTA. This is assuming it is still available.

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By Jane Evans
04th Jan 2019 15:37


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