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Insights

What is STEP?

Posted on 19th June 2017 in Probate & Wills

Posted by

Gráinne Staunton

Partner & Solicitor
What is STEP?

TEP stands for Trust and Estate Practitioner, and is the designation given to full members of STEP – the worldwide professional association for those advising families across generations.

Tozers are pleased to have 4 Full Members of STEP and 2 Affiliate Members who can help you to deal with important and often sensitive issues such as writing a will, creating a trust and tax planning.

See our STEP Members’ and Affiliates’ profiles here:

Vernon Clarke

Gráinne Staunton

Lucy Lamb

Jayne Bertie

Rachael Morley

 

Company & Industry

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Inheritance Tax: A Spring Windfall for the Revenue!

Posted on 25th July 2024 in Probate & Wills, Later Life Planning

In figures published on Friday, the Revenue confirmed that receipts from Inheritance Tax for the first quarter of this financial year came to a staggering £2.1 billion. This figure is £83 million higher than for the same quarter, April to June, last year and represents a huge increase for the Revenue’s coffers.

Posted by

Rachael Morley

Partner & Solicitor
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Leaving Gifts to Charity in Your Will: Recent Case Update

Posted on 04th July 2024 in Probate & Wills, Later Life Planning

A recent High Court case has highlighted the need for clarity when leaving gifts to charities in Wills.

Posted by

Emma McAdam

Solicitor