STEP is a worldwide professional association for practitioners who deal with inheritance tax, succession planning and trusts.
Why is STEP important?
Inheritance tax, succession planning and trusts is a vast area of law; in order to provide holistic advice specialist knowledge is therefore required to understand how one action might impact on a client’s other circumstances. Using a member of STEP ensures that the solicitor will possess this knowledge.
We want to be able to give the best possible service to our clients and this is one of the main driving factors behind STEP. All STEP members are subject to an extensive Code of Professional Conduct, requiring members at all times to act with integrity and in a manner that encourages the confidence, respect and trust of clients and also the wider community.
STEP represents the most experienced and senior practitioners in the field of trusts and estates. They are highly qualified individuals and are required to keep up to date with the latest legal, technical and regulatory developments, meaning that clients can be confident in the advice that they are given.
The organisation itself has professional standards which make clear that members must uphold the reputation of both STEP and the field of trust and estate practice, again ensuring client confidence.
Franklins Solicitors LLP and STEP
At Franklins we understand the importance of STEP and are fortunate to have two members of the highly prestigious STEP organisation; Helen Taylor, who is the Head of the Private Client Department, based in our Milton Keynes office and myself – I head up the Northampton Private Client Team. We are both highly qualified in the field of estate planning and trusts.