What is STEP?

Use a STEP qualified practitioner for specialist trust, tax and estate planning work.

STEP (the Society of Trust and Estate Practitioners) is the global professional association for practitioners who specialise in family inheritance and succession planning.

What do STEP members do?

As specialists in inheritance and succession planning STEP members draft wills, administer estates, act as trustees, advise families on how best to structure their finances to ensure compliance and preserve their assets for future generations.  This might include:

  • Providing for someone following their partner’s death, while protecting the interests of their children.
  • Ensuring elderly or vulnerable relatives are cared for and supported.
  • Helping families with foreign assets or interests.
  • Ensuring that a family business will pass safely from one generation to another.
  • Helping clients to support charitable causes in an effective way.

What is a TEP?

“TEP” stands for Trust and Estate Practitioner and is the designation given to full members of STEP.  To become a TEP practitioners must have a combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning.

Oglethorpe Sturton & Gillibrand TEPs

Oglethorpe Sturton & Gillibrand have two solicitors who are also TEPs: Clare Love, and Mark Hutchinson-Lyons.  Mark Hutchinson-Lyons is the chair of the STEP South Lakes and Lancaster Branch.

Oglethorpe Sturton & Gillibrand’s Fiona Gregory has also completed all of the STEP examinations to become a full TEP.

For specialist advice on Wills, Trusts and Estate planning contact one of our private client team today.

2018-07-24T10:50:10+00:00 July 24th, 2018|Uncategorized|0 Comments