What Is the STEP Qualification and Why Does It Matter for Private Client Solicitors?
When choosing a solicitor to help with wills, trusts, or estate planning, you may come across the term STEP-qualified or see the designation TEP after a solicitor’s name. But what does this mean and why is it important?
STEP stands for the Society of Trust and Estate Practitioners, an international professional body for practitioners who specialise in family inheritance and succession planning. Members include solicitors, accountants, financial advisers, and other professionals who help families plan for their future.
To become a full member of STEP and earn the TEP (Trust and Estate Practitioner) designation, professionals must complete a rigorous programme of study and assessment. The qualification covers areas such as:
- Wills and estate planning
- Trust creation and administration
- Inheritance tax and estate taxation
- Powers of attorney and mental capacity
This advanced training ensures that STEP-qualified solicitors have an in-depth understanding of the legal, tax, and practical issues involved in protecting family wealth and managing estates.
Why Choose a STEP-Qualified Solicitor?
Working with a solicitor who holds the STEP qualification means you are dealing with a recognised expert in private client law. You can expect:
- Specialist knowledge in complex estate and trust matters
- Up-to-date advice that reflects current law and best practice
- High professional standards and a commitment to ethical conduct
- A holistic approach that considers both legal and personal aspects of planning for the future
The STEP qualification is a hallmark of excellence in the field of wills, trusts, and estates. At Mander Cruickshank Solicitors both of our experience Private Client solicitors are STEP-qualified, ensuring that every single one of our clients receive expert, trusted advice at every stage of their planning journey.
If you’d like to learn more about how a STEP-qualified solicitor can help you with writing a Will, preparing a Lasting Power of Attorney or administering the estate of a loved one, please get in touch today on 01530 510666 or email us at enquiries@mandersol.co.uk.
