Apologies for the pun, those of you who read this blog regularly ought to be used to them by now...
Earlier this year (May 2020) I became a member of the Society of Trust and Estate Practitioners, or STEP as it's more commonly known these days. You'll have seen from my profile that I'd advised in the trust and estate arena for many years, so it was nice for me to add this qualification to my resume, and hopefully, it provides some further assurance for my existing and prospective clients.
So, what is STEP and what do they do? Well, I'll borrow a couple of quotes from their website:
"STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members."
"STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses, and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience."
So, you can see why what they do fits so well with what I do. Find out more about them here.
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