We are proud to be members of STEP; the Society of Trust and Estate Practitioners.

STEP was founded in 1991 and is an internationally recognised body for financial planners who specialise in inheritance and succession planning.

STEP’s vision is to be the pre-eminent worldwide professional association for those advising families across generations.

All STEP members adhere to a Code of Professional Conduct, which requires them to act with integrity and in a manner that inspires the confidence, respect and trust of their clients.

As a STEP member we can advise on a range of inheritance and succession planning issues. For example:

  • Providing for your husband, wife, or partner, as well as your children, after your death
  • Ensuring your elderly or vulnerable relatives are financially secure and cared for
  • Considering ways to minimise the Inheritance Tax (IHT) paid on your death
  • Ensuring your estate is distributed in accordance with your wishes after your death

As members, we are also required to stay up to date with the latest legal, technical and regulatory developments which affect inheritance and succession planning.

Please note: The Financial Conduct Authority (FCA) does not regulate Estate Planning.