Emily Simpson has now become a full member of STEP (Society of Trust and Estate Practitioners)
Having completed the Society of Trust and Estate Practitioners (STEP) Diploma, Emily Simpson has now become a full member of STEP.
Passing exams to obtain each of the following Advanced Certificates is necessary to receive a Diploma:
Administration of Trusts
Administration of Estates
Taxation of Trusts and Estates
Trust and Estate Accounting
Being awarded full membership also requires at least two years of experience, including significant involvement at a specialist level with one or more of the following aspects of private client work: planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes . Emily has specialised in these aspects since qualifying as a solicitor in July 2009.
More information regarding STEP is available on the website https://www.step.org/
Please contact Emily Simpson or any other member of our private client team if you wish to receive specialist advice.