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.
Replies (3)
Please login or register to join the discussion.
I would say take the personal tax and trusts route of CTA. This is assuming it is still available.