What is the Society of Trust and Estate Practitioners?
Solicitors Clare Harris and Mel Messenger, long-standing Partner Philip Carter, Associate Anna Turner and Consultant Trevor George are full members of the Society of Trust and Estate Practitioners (‘STEP’). This means they have undertaken further qualifications in the specialist areas of estate administration, trust administration, taxation of trusts and estates and trust and estate accounting. Team members Ellen Eley and Rebecca Towey are currently working to achieve full membership.
Full STEP members are known as TEPs (Trust and Estate Practitioners). They are internationally recognised as experts in their field, with specialist, proven qualifications and experience.
TEPs must adhere to a Code of Professional Conduct, requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their clients. In England and Wales, TEPs who draft Wills are also bound by STEP’s Will Code.
If you would like to know more about STEP, click here.
This update is for general purposes and guidance only and does not constitute legal or professional advice. You should seek legal advice before relying on its content. For advice, get in touch with your usual Greenwoods GRM contact or scroll down to complete our enquiry form.